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FSA Wealth Management’s Horizon Technology Finance HRZN Stock Holding History

FSA Wealth 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
2020
Q3 		– Sell
-300
Closed -$3K – 183
2020
Q2 		$3K Hold
300
– – ﹤0.01% 348
2020
Q1 		$2K Hold
300
– – ﹤0.01% 353
2019
Q4 		$4K Buy
+300
New +$3.69K ﹤0.01% 413

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

FSA Wealth Management's HRZN Position: Q3 2020 in Review

FSA Wealth Management sold out of Horizon Technology Finance (HRZN) in Q3 2020, closing a stake of 300 shares — an estimated $3K sold.

FSA Wealth Management first reported a position in HRZN in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 36 funds tracked by Wall St. Rank hold HRZN as of Q3 2020.

  • FSA Wealth Management reported no remaining Horizon Technology Finance position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 300 Horizon Technology Finance shares in Q3 2020, an estimated $3K.
  • FSA Wealth Management first reported a position in Horizon Technology Finance in Q4 2019 and held it in 3 quarters.
  • FSA Wealth Management's Horizon Technology Finance position peaked at $4K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.