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PSI Advisors’s WhiteHorse Finance WHF Stock Holding History

PSI Advisors’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
2022
Q4 		– Sell
-250
Closed -$3K – 819
2022
Q3 		$3K Hold
250
– – ﹤0.01% 600
2022
Q2 		$3K Hold
250
– – ﹤0.01% 642
2022
Q1 		$4K Hold
250
– – ﹤0.01% 579
2021
Q4 		$4K Hold
250
– – ﹤0.01% 615
2021
Q3 		$4K Buy
+250
New +$3.86K ﹤0.01% 615

Other funds holding WHF

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

PSI Advisors's WHF Position: Q4 2022 in Review

PSI Advisors sold out of WhiteHorse Finance (WHF) in Q4 2022, closing a stake of 250 shares — an estimated $3K sold.

PSI Advisors first reported a position in WHF in Q3 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 63 funds tracked by Wall St. Rank hold WHF as of Q4 2022.

  • PSI Advisors reported no remaining WhiteHorse Finance position as of Q4 2022 after selling out during the quarter.
  • PSI Advisors sold 250 WhiteHorse Finance shares in Q4 2022, an estimated $3K.
  • PSI Advisors first reported a position in WhiteHorse Finance in Q3 2021 and held it in 5 quarters.
  • PSI Advisors's WhiteHorse Finance position peaked at $4K in Q1 2022.
  • 63 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.