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Global Wealth Management Investment Advisory’s Horizon Technology Finance HRZN Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-207
Closed -$2K – 713
2018
Q4 		$2K Buy
+207
New +$2.35K ﹤0.01% 586

Other funds holding HRZN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Global Wealth Management Investment Advisory's HRZN Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of Horizon Technology Finance (HRZN) in Q1 2019, closing a stake of 207 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in HRZN in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 39 funds tracked by Wall St. Rank hold HRZN as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining Horizon Technology Finance position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 207 Horizon Technology Finance shares in Q1 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Horizon Technology Finance in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Horizon Technology Finance position peaked at $2K in Q4 2018.
  • 39 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.