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Certified Advisory Corp’s Horizon Technology Finance HRZN Stock Holding History

Certified Advisory Corp’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
2020
Q2 		$11K Sell
1,000
-100
-9% -$1K ﹤0.01% 540
2020
Q1 		$9K Buy
+1,100
New +$12.9K ﹤0.01% 541

Other funds holding HRZN

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Certified Advisory Corp's HRZN Position: Q2 2020 in Review

Certified Advisory Corp reduced its Horizon Technology Finance (HRZN) stake by 9.1% in Q2 2020, selling an estimated $1K and leaving 1,000 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Certified Advisory Corp first reported a position in HRZN in Q1 2020 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold HRZN as of Q2 2020.

  • Certified Advisory Corp held 1,000 shares of Horizon Technology Finance worth $11K as of Q2 2020.
  • Certified Advisory Corp sold 100 Horizon Technology Finance shares in Q2 2020, an estimated $1K.
  • Horizon Technology Finance made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #540 holding.
  • Certified Advisory Corp first reported a position in Horizon Technology Finance in Q1 2020 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.