AWM
HRZN icon

Avior Wealth Management’s Horizon Technology Finance HRZN Stock Holding History

Avior Wealth Management’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,287
Closed -$14.6K – 2921
2024
Q1 		$14.6K Hold
1,287
– – ﹤0.01% 1721
2023
Q4 		$16.9K Buy
1,287
+587
+84% +$7.18K ﹤0.01% 909
2023
Q3 		$8.32K Hold
700
– – ﹤0.01% 1070
2023
Q2 		$8.46K Hold
700
– – ﹤0.01% 1054
2023
Q1 		$7.9K Hold
700
– – ﹤0.01% 1098
2022
Q4 		$8.12K Hold
700
– – ﹤0.01% 887
2022
Q3 		$7K Hold
700
– – ﹤0.01% 897
2022
Q2 		$8K Hold
700
– – ﹤0.01% 801
2022
Q1 		$9K Hold
700
– – ﹤0.01% 842
2021
Q4 		$11K Buy
+700
New +$11.8K ﹤0.01% 790

Other funds holding HRZN

Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's HRZN Position: Q2 2024 in Review

Avior Wealth Management sold out of Horizon Technology Finance (HRZN) in Q2 2024, closing a stake of 1,287 shares — an estimated $14.6K sold.

Avior Wealth Management first reported a position in HRZN in Q4 2021 and held it in 10 quarters. The position peaked at $16.9K in Q4 2023. 56 funds tracked by Wall St. Rank hold HRZN as of Q2 2024.

  • Avior Wealth Management reported no remaining Horizon Technology Finance position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,287 Horizon Technology Finance shares in Q2 2024, an estimated $14.6K.
  • Avior Wealth Management first reported a position in Horizon Technology Finance in Q4 2021 and held it in 10 quarters.
  • Avior Wealth Management's Horizon Technology Finance position peaked at $16.9K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.