TWA
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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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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 $147B AUM 18.73% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $167M AUM 29.09% 1-Year Est. Return