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B. Riley Wealth Advisors’s WhiteHorse Finance WHF Stock Holding History

B. Riley 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
2023
Q2 		– Sell
-10,993
Closed -$142K – 1652
2023
Q1 		$142K Buy
10,993
+133
+1% +$1.74K ﹤0.01% 1342
2022
Q4 		$146K Sell
10,860
-2,236
-17% -$28.2K ﹤0.01% 1320
2022
Q3 		$146K Sell
13,096
-476
-4% -$6.57K ﹤0.01% 1282
2022
Q2 		$179K Sell
13,572
-4,794
-26% -$68K 0.01% 1054
2022
Q1 		$277K Buy
18,366
+651
+4% +$9.9K 0.01% 1053
2021
Q4 		$275K Sell
17,715
-757
-4% -$11.7K 0.01% 1121
2021
Q3 		$282K Sell
18,472
-2,339
-11% -$36.2K 0.01% 1074
2021
Q2 		$311K Buy
20,811
+1,610
+8% +$25K 0.01% 1006
2021
Q1 		$292K Buy
19,201
+2,356
+14% +$34.1K 0.01% 1017
2020
Q4 		$230K Buy
16,845
+531
+3% +$6.44K 0.01% 880
2020
Q3 		$160K Sell
16,314
-19,808
-55% -$204K 0.01% 862
2020
Q2 		$373K Sell
36,122
-1,376
-4% -$12.8K 0.02% 551
2020
Q1 		$266K Buy
+37,498
New +$468K 0.02% 582

Other funds holding WHF

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
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
Millennium Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of WhiteHorse Finance (WHF) in Q2 2023, closing a stake of 10,993 shares — an estimated $142K sold.

B. Riley Wealth Advisors first reported a position in WHF in Q1 2020 and held it in 13 quarters. The position peaked at $373K in Q2 2020. 52 funds tracked by Wall St. Rank hold WHF as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining WhiteHorse Finance position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,993 WhiteHorse Finance shares in Q2 2023, an estimated $142K.
  • B. Riley Wealth Advisors first reported a position in WhiteHorse Finance in Q1 2020 and held it in 13 quarters.
  • B. Riley Wealth Advisors's WhiteHorse Finance position peaked at $373K in Q2 2020.
  • 52 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2023.

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