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Financial Advocates Investment Management’s Hercules Capital HTGC Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-14,093
Closed -$191K – 781
2022
Q2 		$191K Buy
+14,093
New +$220K 0.02% 632

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ACM
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BTCPP
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Morgan Stanley
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BlackRock
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Two Sigma Advisers
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GIP
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Financial Advocates Investment Management's HTGC Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Hercules Capital (HTGC) in Q3 2022, closing a stake of 14,093 shares — an estimated $191K sold.

Financial Advocates Investment Management first reported a position in HTGC in Q2 2022 and held it in 1 quarter. The position peaked at $191K in Q2 2022. 237 funds tracked by Wall St. Rank hold HTGC as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining Hercules Capital position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 14,093 Hercules Capital shares in Q3 2022, an estimated $191K.
  • Financial Advocates Investment Management first reported a position in Hercules Capital in Q2 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Hercules Capital position peaked at $191K in Q2 2022.
  • 237 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.