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IFP Advisors’s Horizon Technology Finance HRZN Stock Holding History

IFP Advisors’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
2025
Q1 		– Sell
-8
Closed -$72 – 4466
2024
Q4 		$72 Buy
+8
New +$77 ﹤0.01% 4140
2022
Q4 		– Sell
-565
Closed -$6K – 4700
2022
Q3 		$6K Hold
565
– – ﹤0.01% 3938
2022
Q2 		$6K Hold
565
– – ﹤0.01% 3690
2022
Q1 		$6K Buy
+565
New +$8.52K ﹤0.01% 3690

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's HRZN Position: Q1 2025 in Review

IFP Advisors sold out of Horizon Technology Finance (HRZN) in Q1 2025, closing a stake of 8 shares — an estimated $72 sold.

IFP Advisors first reported a position in HRZN in Q1 2022 and held it in 4 quarters. The position peaked at $6K in Q3 2022. 65 funds tracked by Wall St. Rank hold HRZN as of Q1 2025.

  • IFP Advisors reported no remaining Horizon Technology Finance position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 8 Horizon Technology Finance shares in Q1 2025, an estimated $72.
  • IFP Advisors first reported a position in Horizon Technology Finance in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's Horizon Technology Finance position peaked at $6K in Q3 2022.
  • 65 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.