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Patriot Financial Group Insurance Agency’s WhiteHorse Finance WHF Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-2
Closed – – 2013
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1868
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1859
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1765
2019
Q4 		$0 Buy
+2
New +$28 ﹤0.01% 1465

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Patriot Financial Group Insurance Agency's WHF Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of WhiteHorse Finance (WHF) in Q4 2020, closing a stake of 2 shares.

Patriot Financial Group Insurance Agency first reported a position in WHF in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 48 funds tracked by Wall St. Rank hold WHF as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining WhiteHorse Finance position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 WhiteHorse Finance shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in WhiteHorse Finance in Q4 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's WhiteHorse Finance position peaked at $0 in Q3 2020.
  • 48 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.