Larson Financial Group’s WhiteHorse Finance WHF Stock Holding History

Larson Financial Group’s Portfolio WHF Stock Details WHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-252	Closed	-$4K	–	1186
2021 Q3	$4K	Buy	+252	New	+$3.9K	﹤0.01%	729

Other funds holding WHF

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

Larson Financial Group's WHF Position: Q4 2021 in Review

Larson Financial Group sold out of WhiteHorse Finance (WHF) in Q4 2021, closing a stake of 252 shares — an estimated $4K sold.

Larson Financial Group first reported a position in WHF in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 48 funds tracked by Wall St. Rank hold WHF as of Q4 2021.

Larson Financial Group reported no remaining WhiteHorse Finance position as of Q4 2021 after selling out during the quarter.
Larson Financial Group sold 252 WhiteHorse Finance shares in Q4 2021, an estimated $4K.
Larson Financial Group first reported a position in WhiteHorse Finance in Q3 2021 and held it in 1 quarter.
Larson Financial Group's WhiteHorse Finance position peaked at $4K in Q3 2021.
48 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q4 2021.

Based on Larson Financial Group's 13F filing for Q4 2021, filed 3 Feb 2022.