AF
HTGC icon

Advisornet Financial’s Hercules Capital HTGC Stock Holding History

Advisornet Financial’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$9.82K – 2089
2024
Q3 		$9.82K Buy
+500
New +$9.85K ﹤0.01% 1423
2019
Q3 		– Sell
-1,200
Closed -$15K – 1898
2019
Q2 		$15K Hold
1,200
– – ﹤0.01% 1130
2019
Q1 		$15K Buy
+1,200
New +$15.3K ﹤0.01% 1074
2018
Q3 		– Sell
-634
Closed -$8K – 1535
2018
Q2 		$8K Buy
+634
New +$7.84K ﹤0.01% 1198

Other funds holding HTGC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Advisornet Financial's HTGC Position: Q4 2024 in Review

Advisornet Financial sold out of Hercules Capital (HTGC) in Q4 2024, closing a stake of 500 shares — an estimated $9.82K sold.

Advisornet Financial first reported a position in HTGC in Q2 2018 and held it in 4 quarters. The position peaked at $15K in Q2 2019. 334 funds tracked by Wall St. Rank hold HTGC as of Q4 2024.

  • Advisornet Financial reported no remaining Hercules Capital position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 500 Hercules Capital shares in Q4 2024, an estimated $9.82K.
  • Advisornet Financial first reported a position in Hercules Capital in Q2 2018 and held it in 4 quarters.
  • Advisornet Financial's Hercules Capital position peaked at $15K in Q2 2019.
  • 334 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.