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Safeguard Investment Advisory Group’s WhiteHorse Finance WHF Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-103
Closed -$1K – 724
2020
Q4 		$1K Buy
+103
New +$1.25K ﹤0.01% 697

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SIS
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GCM
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Two Sigma Investments
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BlackRock
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MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Safeguard Investment Advisory Group's WHF Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WhiteHorse Finance (WHF) in Q1 2021, closing a stake of 103 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in WHF in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 51 funds tracked by Wall St. Rank hold WHF as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining WhiteHorse Finance position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 103 WhiteHorse Finance shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in WhiteHorse Finance in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's WhiteHorse Finance position peaked at $1K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.