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Sowell Financial Services’s WhiteHorse Finance WHF Stock Holding History

Sowell Financial Services’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
-13,000
Closed -$177K – 3313
2020
Q4 		$177K Buy
+13,000
New +$158K 0.01% 901

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Sowell Financial Services's WHF Position: Q1 2021 in Review

Sowell Financial Services sold out of WhiteHorse Finance (WHF) in Q1 2021, closing a stake of 13,000 shares — an estimated $177K sold.

Sowell Financial Services first reported a position in WHF in Q4 2020 and held it in 1 quarter. The position peaked at $177K in Q4 2020. 51 funds tracked by Wall St. Rank hold WHF as of Q1 2021.

  • Sowell Financial Services reported no remaining WhiteHorse Finance position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 13,000 WhiteHorse Finance shares in Q1 2021, an estimated $177K.
  • Sowell Financial Services first reported a position in WhiteHorse Finance in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's WhiteHorse Finance position peaked at $177K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.