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Bedel Financial Consulting’s Hercules Capital HTGC Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-1,500
Closed -$27K – 487
2022
Q1 		$27K Hold
1,500
– – 0.01% 501
2021
Q4 		$25K Hold
1,500
– – 0.01% 520
2021
Q3 		$25K Hold
1,500
– – 0.01% 507
2021
Q2 		$26K Hold
1,500
– – 0.01% 508
2021
Q1 		$24K Buy
+1,500
New +$23.3K 0.01% 483

Other funds holding HTGC

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bedel Financial Consulting's HTGC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Hercules Capital (HTGC) in Q2 2022, closing a stake of 1,500 shares — an estimated $27K sold.

Bedel Financial Consulting first reported a position in HTGC in Q1 2021 and held it in 5 quarters. The position peaked at $27K in Q1 2022. 249 funds tracked by Wall St. Rank hold HTGC as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Hercules Capital position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,500 Hercules Capital shares in Q2 2022, an estimated $27K.
  • Bedel Financial Consulting first reported a position in Hercules Capital in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's Hercules Capital position peaked at $27K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.