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

Gitterman 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
2023 Q1	–	Sell	-39,490	Closed	-$458K	–	97
2022 Q4	$458K	Buy	39,490 +494	+1%	+$5.92K	0.23%	22
2022 Q3	$390K	Buy	38,996 +5,699	+17%	+$70.1K	0.4%	26
2022 Q2	$381K	Sell	33,297 -2,652	-7%	-$33.3K	0.36%	30
2022 Q1	$467K	Buy	35,949 +3,711	+12%	+$56K	0.38%	31
2021 Q4	$520K	Buy	32,238 +2,150	+7%	+$36.3K	0.39%	34
2021 Q3	$489K	Buy	30,088 +3,647	+14%	+$62.1K	0.39%	31
2021 Q2	$457K	Sell	26,441 -6,353	-19%	-$105K	0.37%	32
2021 Q1	$472K	Buy	+32,794	New	+$456K	0.3%	31

Other funds holding HRZN

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ETF Store Overland Park, Kansas $103M AUM 15.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gitterman Wealth Management's HRZN Position: Q1 2023 in Review

Gitterman Wealth Management sold out of Horizon Technology Finance (HRZN) in Q1 2023, closing a stake of 39,490 shares — an estimated $458K sold.

Gitterman Wealth Management first reported a position in HRZN in Q1 2021 and held it in 8 quarters. The position peaked at $520K in Q4 2021. 52 funds tracked by Wall St. Rank hold HRZN as of Q1 2023.

Gitterman Wealth Management reported no remaining Horizon Technology Finance position as of Q1 2023 after selling out during the quarter.
Gitterman Wealth Management sold 39,490 Horizon Technology Finance shares in Q1 2023, an estimated $458K.
Gitterman Wealth Management first reported a position in Horizon Technology Finance in Q1 2021 and held it in 8 quarters.
Gitterman Wealth Management's Horizon Technology Finance position peaked at $520K in Q4 2021.
52 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2023.

Based on Gitterman Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.