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TCI Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

TCI Wealth Advisors’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,799
Closed -$161K – 1035
2023
Q1 		$161K Hold
11,799
– – 0.02% 208
2022
Q4 		$162K Hold
11,799
– – 0.02% 194
2022
Q3 		$170K Hold
11,799
– – 0.03% 179
2022
Q2 		$198K Hold
11,799
– – 0.03% 164
2022
Q1 		$231K Hold
11,799
– – 0.03% 160
2021
Q4 		$226K Hold
11,799
– – 0.03% 166
2021
Q3 		$217K Buy
11,799
+3,933
+50% +$75.2K 0.03% 176
2021
Q2 		$154K Buy
7,866
+3,933
+100% +$77.7K 0.03% 207
2021
Q1 		$76K Buy
+3,933
New +$73.6K 0.03% 287

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

TCI Wealth Advisors's GSBD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Goldman Sachs BDC (GSBD) in Q2 2023, closing a stake of 11,799 shares — an estimated $161K sold.

TCI Wealth Advisors first reported a position in GSBD in Q1 2021 and held it in 9 quarters. The position peaked at $231K in Q1 2022. 203 funds tracked by Wall St. Rank hold GSBD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Goldman Sachs BDC position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 11,799 Goldman Sachs BDC shares in Q2 2023, an estimated $161K.
  • TCI Wealth Advisors first reported a position in Goldman Sachs BDC in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Goldman Sachs BDC position peaked at $231K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.