Ahrens Investment Partners’s WhiteHorse Finance WHF Stock Holding History

Ahrens Investment Partners’s Portfolio WHF Stock Details WHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$85.4K	Buy	+6,825	New	+$89.4K	0.04%	238
2022 Q4	–	Sell	-10,025	Closed	-$111K	–	203
2022 Q3	$111K	Buy	10,025 +5,200	+108%	+$71.7K	0.06%	154
2022 Q2	$63K	Sell	4,825 -1,000	-17%	-$14.2K	0.03%	296
2022 Q1	$88K	Hold	5,825	–	–	0.03%	294
2021 Q4	$90K	Buy	+5,825	New	+$90.1K	0.04%	306

Other funds holding WHF

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return

RJA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Ahrens Investment Partners's WHF Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in WhiteHorse Finance (WHF) in Q1 2023: 6,825 shares worth $85.4K. The stake represents 0.04% of the portfolio and ranks #238 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WHF as recently as Q3 2022.

Ahrens Investment Partners first reported a position in WHF in Q4 2021 and has held it in 5 quarters since. The position peaked at $111K in Q3 2022. 56 funds tracked by Wall St. Rank hold WHF as of Q1 2023.

Ahrens Investment Partners held 6,825 shares of WhiteHorse Finance worth $85.4K as of Q1 2023.
WhiteHorse Finance was a new Ahrens Investment Partners position in Q1 2023.
WhiteHorse Finance made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #238 holding.
Ahrens Investment Partners first reported a position in WhiteHorse Finance in Q4 2021 and has held it in 5 quarters since.
Ahrens Investment Partners's WhiteHorse Finance position peaked at $111K in Q3 2022.
56 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.