SFS
HRZN icon

Sowell Financial Services’s Horizon Technology Finance HRZN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-7,132
Closed -$116K – 1491
2021
Q1 		$116K Buy
7,132
+1,031
+17% +$14.3K ﹤0.01% 1303
2020
Q4 		$81K Buy
6,101
+470
+8% +$5.87K ﹤0.01% 1230
2020
Q3 		$69K Buy
5,631
+433
+8% +$5.12K ﹤0.01% 1102
2020
Q2 		$57K Buy
5,198
+1,178
+29% +$11.8K ﹤0.01% 1132
2020
Q1 		$33K Buy
4,020
+2,185
+119% +$25.7K ﹤0.01% 1199
2019
Q4 		$24K Buy
+1,835
New +$22.6K ﹤0.01% 1371

Other funds holding HRZN

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return