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Artemis Wealth Advisors’s Hercules Capital HTGC Stock Holding History

Artemis Wealth Advisors’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
2020
Q1 		– Sell
-671
Closed -$9.41K – 98
2019
Q4 		$9.41K Buy
+671
New +$9.33K ﹤0.01% 107

Other funds holding HTGC

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SIS
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Artemis Wealth Advisors's HTGC Position: Q1 2020 in Review

Artemis Wealth Advisors sold out of Hercules Capital (HTGC) in Q1 2020, closing a stake of 671 shares — an estimated $9.41K sold.

Artemis Wealth Advisors first reported a position in HTGC in Q4 2019 and held it in 1 quarter. The position peaked at $9.41K in Q4 2019. 199 funds tracked by Wall St. Rank hold HTGC as of Q1 2020.

  • Artemis Wealth Advisors reported no remaining Hercules Capital position as of Q1 2020 after selling out during the quarter.
  • Artemis Wealth Advisors sold 671 Hercules Capital shares in Q1 2020, an estimated $9.41K.
  • Artemis Wealth Advisors first reported a position in Hercules Capital in Q4 2019 and held it in 1 quarter.
  • Artemis Wealth Advisors's Hercules Capital position peaked at $9.41K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2020.

Based on Artemis Wealth Advisors's 13F filing for Q1 2020, filed 17 Feb 2023.