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Strategic Financial Concepts’s Horizon Technology Finance HRZN Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-30,150
Closed -$2.5K – 442
2024
Q2 		$2.5K Buy
+30,150
New +$351K ﹤0.01% 540

Other funds holding HRZN

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Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Strategic Financial Concepts's HRZN Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Horizon Technology Finance (HRZN) in Q3 2024, closing a stake of 30,150 shares — an estimated $2.5K sold.

Strategic Financial Concepts first reported a position in HRZN in Q2 2024 and held it in 1 quarter. The position peaked at $2.5K in Q2 2024. 66 funds tracked by Wall St. Rank hold HRZN as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Horizon Technology Finance position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 30,150 Horizon Technology Finance shares in Q3 2024, an estimated $2.5K.
  • Strategic Financial Concepts first reported a position in Horizon Technology Finance in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Horizon Technology Finance position peaked at $2.5K in Q2 2024.
  • 66 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.