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Godsey & Gibb Inc’s Horizon Technology Finance HRZN Stock Holding History

Godsey & Gibb Inc’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
Q4 		– Sell
-508
Closed -$6.04K – 368
2023
Q3 		$6.04K Buy
+508
New +$6.23K ﹤0.01% 276

Other funds holding HRZN

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AAM
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Morgan Stanley
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FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
BlackRock
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ES
ETF Store Overland Park, Kansas $120M AUM 22.22% 1-Year Est. Return

Godsey & Gibb Inc's HRZN Position: Q4 2023 in Review

Godsey & Gibb Inc sold out of Horizon Technology Finance (HRZN) in Q4 2023, closing a stake of 508 shares — an estimated $6.04K sold.

Godsey & Gibb Inc first reported a position in HRZN in Q3 2023 and held it in 1 quarter. The position peaked at $6.04K in Q3 2023. 56 funds tracked by Wall St. Rank hold HRZN as of Q4 2023.

  • Godsey & Gibb Inc reported no remaining Horizon Technology Finance position as of Q4 2023 after selling out during the quarter.
  • Godsey & Gibb Inc sold 508 Horizon Technology Finance shares in Q4 2023, an estimated $6.04K.
  • Godsey & Gibb Inc first reported a position in Horizon Technology Finance in Q3 2023 and held it in 1 quarter.
  • Godsey & Gibb Inc's Horizon Technology Finance position peaked at $6.04K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q4 2023.

Based on Godsey & Gibb Inc's 13F filing for Q4 2023, filed 16 Jan 2024.