Westshore Wealth’s Goldman Sachs BDC GSBD Stock Holding History

Westshore Wealth’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
2021 Q3	–	Sell	-12,846	Closed	-$252K	–	104
2021 Q2	$252K	Buy	+12,846	New	+$254K	0.13%	116

Other funds holding GSBD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

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

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Westshore Wealth's GSBD Position: Q3 2021 in Review

Westshore Wealth sold out of Goldman Sachs BDC (GSBD) in Q3 2021, closing a stake of 12,846 shares — an estimated $252K sold.

Westshore Wealth first reported a position in GSBD in Q2 2021 and held it in 1 quarter. The position peaked at $252K in Q2 2021. 158 funds tracked by Wall St. Rank hold GSBD as of Q3 2021.

Westshore Wealth reported no remaining Goldman Sachs BDC position as of Q3 2021 after selling out during the quarter.
Westshore Wealth sold 12,846 Goldman Sachs BDC shares in Q3 2021, an estimated $252K.
Westshore Wealth first reported a position in Goldman Sachs BDC in Q2 2021 and held it in 1 quarter.
Westshore Wealth's Goldman Sachs BDC position peaked at $252K in Q2 2021.
158 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2021.

Based on Westshore Wealth's 13F filing for Q3 2021, filed 16 Nov 2021.