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Financial Gravity Asset Management’s Horizon Technology Finance HRZN Stock Holding History

Financial Gravity Asset Management’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
2019
Q3 		– Sell
-124
Closed -$1K – 1356
2019
Q2 		$1K Buy
+124
New +$1.46K ﹤0.01% 1059
2018
Q3 		$8K Buy
+807
New +$8.89K 0.01% 622

Other funds holding HRZN

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Financial Gravity Asset Management's HRZN Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of Horizon Technology Finance (HRZN) in Q3 2019, closing a stake of 124 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in HRZN in Q3 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 40 funds tracked by Wall St. Rank hold HRZN as of Q3 2019.

  • Financial Gravity Asset Management reported no remaining Horizon Technology Finance position as of Q3 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 124 Horizon Technology Finance shares in Q3 2019, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in Horizon Technology Finance in Q3 2018 and held it in 2 quarters.
  • Financial Gravity Asset Management's Horizon Technology Finance position peaked at $8K in Q3 2018.
  • 40 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.