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B. Riley Wealth Advisors’s Horizon Technology Finance HRZN Stock Holding History

B. Riley Wealth Advisors’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
2023
Q2 		– Sell
-15,350
Closed -$174K – 1588
2023
Q1 		$174K Sell
15,350
-1,014
-6% -$12.1K ﹤0.01% 1321
2022
Q4 		$191K Buy
16,364
+199
+1% +$2.38K 0.01% 1281
2022
Q3 		$162K Buy
16,165
+2,548
+19% +$31.3K ﹤0.01% 1266
2022
Q2 		$158K Buy
13,617
+3,232
+31% +$40.5K 0.01% 1076
2022
Q1 		$145K Buy
+10,385
New +$157K ﹤0.01% 1257
2015
Q1 		– Sell
-3,247
Closed -$45 – 1198
2014
Q4 		$45 Buy
+3,247
New +$45.2K ﹤0.01% 2144
2014
Q3 		– Sell
-7,245
Closed -$106K – 1196
2014
Q2 		$106K Sell
7,245
-1,332
-16% -$18.1K 0.02% 693
2014
Q1 		$107K Buy
8,577
+8
+0.1% +$112 0.03% 597
2013
Q4 		$122K Sell
8,569
-10,658
-55% -$147K 0.04% 502
2013
Q3 		$256K Buy
19,227
+168
+0.9% +$2.32K 0.09% 262
2013
Q2 		$262K Buy
+19,059
New +$268K 0.09% 262

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ES
ETF Store Overland Park, Kansas $103M AUM 15.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's HRZN Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Horizon Technology Finance (HRZN) in Q2 2023, closing a stake of 15,350 shares — an estimated $174K sold.

B. Riley Wealth Advisors first reported a position in HRZN in Q2 2013 and held it in 11 quarters. The position peaked at $262K in Q2 2013. 50 funds tracked by Wall St. Rank hold HRZN as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Horizon Technology Finance position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,350 Horizon Technology Finance shares in Q2 2023, an estimated $174K.
  • B. Riley Wealth Advisors first reported a position in Horizon Technology Finance in Q2 2013 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Horizon Technology Finance position peaked at $262K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.