Northwestern Mutual Wealth Management
HRZN icon

Northwestern Mutual Wealth Management’s Horizon Technology Finance HRZN Stock Holding History

Northwestern Mutual 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
2024
Q4 		– Sell
-496
Closed -$5.28K – 3732
2024
Q3 		$5.28K Buy
+496
New +$5.67K ﹤0.01% 2878
2024
Q2 		– Sell
-10
Closed -$114 – 3647
2024
Q1 		$114 Buy
10
+7
+233% +$88 ﹤0.01% 3430
2023
Q4 		$40 Buy
+3
New +$37 ﹤0.01% 3411

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

Northwestern Mutual Wealth Management's HRZN Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Horizon Technology Finance (HRZN) in Q4 2024, closing a stake of 496 shares — an estimated $5.28K sold.

Northwestern Mutual Wealth Management first reported a position in HRZN in Q4 2023 and held it in 3 quarters. The position peaked at $5.28K in Q3 2024. 80 funds tracked by Wall St. Rank hold HRZN as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Horizon Technology Finance position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 496 Horizon Technology Finance shares in Q4 2024, an estimated $5.28K.
  • Northwestern Mutual Wealth Management first reported a position in Horizon Technology Finance in Q4 2023 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Horizon Technology Finance position peaked at $5.28K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.