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True North Advisors’s Goldman Sachs BDC GSBD Stock Holding History

True North 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
Q1 		– Sell
-14,790
Closed -$283K – 210
2021
Q4 		$283K Hold
14,790
– – 0.05% 207
2021
Q3 		$271K Buy
+14,790
New +$283K 0.05% 199

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
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
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return

True North Advisors's GSBD Position: Q1 2022 in Review

True North Advisors sold out of Goldman Sachs BDC (GSBD) in Q1 2022, closing a stake of 14,790 shares — an estimated $283K sold.

True North Advisors first reported a position in GSBD in Q3 2021 and held it in 2 quarters. The position peaked at $283K in Q4 2021. 190 funds tracked by Wall St. Rank hold GSBD as of Q1 2022.

  • True North Advisors reported no remaining Goldman Sachs BDC position as of Q1 2022 after selling out during the quarter.
  • True North Advisors sold 14,790 Goldman Sachs BDC shares in Q1 2022, an estimated $283K.
  • True North Advisors first reported a position in Goldman Sachs BDC in Q3 2021 and held it in 2 quarters.
  • True North Advisors's Goldman Sachs BDC position peaked at $283K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2022.

Based on True North Advisors's 13F filing for Q1 2022, filed 12 May 2022.