TFA
HRZN icon

Tobias Financial Advisors’s Horizon Technology Finance HRZN Stock Holding History

Tobias Financial Advisors’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
2020
Q1 		– Sell
-50
Closed – – 149
2019
Q4 		$0 Buy
+50
New +$615 ﹤0.01% 290

Other funds holding HRZN

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tobias Financial Advisors's HRZN Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Horizon Technology Finance (HRZN) in Q1 2020, closing a stake of 50 shares.

Tobias Financial Advisors first reported a position in HRZN in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 45 funds tracked by Wall St. Rank hold HRZN as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Horizon Technology Finance position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 50 Horizon Technology Finance shares in Q1 2020.
  • Tobias Financial Advisors first reported a position in Horizon Technology Finance in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Horizon Technology Finance position peaked at $0 in Q4 2019.
  • 45 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.