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EverSource Wealth Advisors’s WhiteHorse Finance WHF Stock Holding History

EverSource 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
Q1 		– Sell
-1,500
Closed -$19.6K – 2549
2022
Q4 		$19.6K Buy
+1,500
New +$18.9K ﹤0.01% 1076

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

EverSource Wealth Advisors's WHF Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of WhiteHorse Finance (WHF) in Q1 2023, closing a stake of 1,500 shares — an estimated $19.6K sold.

EverSource Wealth Advisors first reported a position in WHF in Q4 2022 and held it in 1 quarter. The position peaked at $19.6K in Q4 2022. 56 funds tracked by Wall St. Rank hold WHF as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining WhiteHorse Finance position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,500 WhiteHorse Finance shares in Q1 2023, an estimated $19.6K.
  • EverSource Wealth Advisors first reported a position in WhiteHorse Finance in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's WhiteHorse Finance position peaked at $19.6K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.