Buck Wealth Strategies’s WhiteHorse Finance WHF Stock Holding History

Buck Wealth Strategies’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 Q3	–	Sell	-575	Closed	-$7.38K	–	396
2023 Q2	$7.38K	Buy	+575	New	+$7.01K	﹤0.01%	165

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Buck Wealth Strategies's WHF Position: Q3 2023 in Review

Buck Wealth Strategies sold out of WhiteHorse Finance (WHF) in Q3 2023, closing a stake of 575 shares — an estimated $7.38K sold.

Buck Wealth Strategies first reported a position in WHF in Q2 2023 and held it in 1 quarter. The position peaked at $7.38K in Q2 2023. 53 funds tracked by Wall St. Rank hold WHF as of Q3 2023.

Buck Wealth Strategies reported no remaining WhiteHorse Finance position as of Q3 2023 after selling out during the quarter.
Buck Wealth Strategies sold 575 WhiteHorse Finance shares in Q3 2023, an estimated $7.38K.
Buck Wealth Strategies first reported a position in WhiteHorse Finance in Q2 2023 and held it in 1 quarter.
Buck Wealth Strategies's WhiteHorse Finance position peaked at $7.38K in Q2 2023.
53 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.