Three Bridge Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Three Bridge 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
2022 Q4	–	Sell	-16,276	Closed	-$243K	–	83
2022 Q3	$243K	Hold	16,276	–	–	0.12%	76
2022 Q2	$281K	Hold	16,276	–	–	0.14%	72
2022 Q1	$326K	Buy	+16,276	New	+$322K	0.09%	69

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PWP

Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Three Bridge Wealth Advisors's GSBD Position: Q4 2022 in Review

Three Bridge Wealth Advisors sold out of Goldman Sachs BDC (GSBD) in Q4 2022, closing a stake of 16,276 shares — an estimated $243K sold.

Three Bridge Wealth Advisors first reported a position in GSBD in Q1 2022 and held it in 3 quarters. The position peaked at $326K in Q1 2022. 210 funds tracked by Wall St. Rank hold GSBD as of Q4 2022.

Three Bridge Wealth Advisors reported no remaining Goldman Sachs BDC position as of Q4 2022 after selling out during the quarter.
Three Bridge Wealth Advisors sold 16,276 Goldman Sachs BDC shares in Q4 2022, an estimated $243K.
Three Bridge Wealth Advisors first reported a position in Goldman Sachs BDC in Q1 2022 and held it in 3 quarters.
Three Bridge Wealth Advisors's Goldman Sachs BDC position peaked at $326K in Q1 2022.
210 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2022.

Based on Three Bridge Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.