Arkadios Wealth Advisors’s WhiteHorse Finance WHF Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-3,788	Closed	-$57K	–	1778
2021 Q3	$57K	Buy	3,788 +31	+0.8%	+$479	0.01%	839
2021 Q2	$55K	Buy	3,757 +30	+0.8%	+$466	0.01%	896
2021 Q1	$56K	Buy	3,727 +33	+0.9%	+$477	0.01%	665
2020 Q4	$50K	Buy	+3,694	New	+$44.8K	0.01%	559

Other funds holding WHF

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

AAM

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GCM

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

Arkadios Wealth Advisors's WHF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WhiteHorse Finance (WHF) in Q4 2021, closing a stake of 3,788 shares — an estimated $57K sold.

Arkadios Wealth Advisors first reported a position in WHF in Q4 2020 and held it in 4 quarters. The position peaked at $57K in Q3 2021. 48 funds tracked by Wall St. Rank hold WHF as of Q4 2021.

Arkadios Wealth Advisors reported no remaining WhiteHorse Finance position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,788 WhiteHorse Finance shares in Q4 2021, an estimated $57K.
Arkadios Wealth Advisors first reported a position in WhiteHorse Finance in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's WhiteHorse Finance position peaked at $57K in Q3 2021.
48 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.