BDO Wealth Advisors’s Horizon Technology Finance HRZN Stock Holding History

BDO 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	$66.4K	Hold	5,500	–	–	0.01%	388
2023 Q1	$62K	Sell	5,500 -2,390	-30%	-$28.5K	0.01%	383
2022 Q4	$91.5K	Hold	7,890	–	–	0.01%	340
2022 Q3	$79K	Buy	7,890 +2,000	+34%	+$24.6K	0.01%	349
2022 Q2	$68K	Buy	5,890 +3,500	+146%	+$43.9K	0.01%	372
2022 Q1	$33K	Hold	2,390	–	–	﹤0.01%	502
2021 Q4	$38K	Hold	2,390	–	–	﹤0.01%	490
2021 Q3	$39K	Hold	2,390	–	–	﹤0.01%	484
2021 Q2	$41K	Hold	2,390	–	–	﹤0.01%	492
2021 Q1	$34K	Buy	+2,390	New	+$33.2K	﹤0.01%	514

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ETF Store Overland Park, Kansas $103M AUM 15.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's HRZN Position: Q2 2023 in Review

BDO Wealth Advisors held its Horizon Technology Finance (HRZN) position steady in Q2 2023 at 5,500 shares worth $66.4K. The position accounts for 0.01% of the portfolio, ranked #388.

BDO Wealth Advisors first reported a position in HRZN in Q1 2021 and has held it in 10 quarters since. The position peaked at $91.5K in Q4 2022. 50 funds tracked by Wall St. Rank hold HRZN as of Q2 2023.

BDO Wealth Advisors held 5,500 shares of Horizon Technology Finance worth $66.4K as of Q2 2023.
BDO Wealth Advisors left its Horizon Technology Finance share count unchanged in Q2 2023.
Horizon Technology Finance made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #388 holding.
BDO Wealth Advisors first reported a position in Horizon Technology Finance in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Horizon Technology Finance position peaked at $91.5K in Q4 2022.
50 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.