U.S. Capital Wealth Advisors’s WhiteHorse Finance WHF Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-1,332	Closed	-$17.4K	–	1533
2022 Q4	$17.4K	Buy	+1,332	New	+$16.8K	﹤0.01%	1138

Other funds holding WHF

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

U.S. Capital Wealth Advisors's WHF Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WhiteHorse Finance (WHF) in Q1 2023, closing a stake of 1,332 shares — an estimated $17.4K sold.

U.S. Capital Wealth Advisors first reported a position in WHF in Q4 2022 and held it in 1 quarter. The position peaked at $17.4K in Q4 2022. 56 funds tracked by Wall St. Rank hold WHF as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining WhiteHorse Finance position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,332 WhiteHorse Finance shares in Q1 2023, an estimated $17.4K.
U.S. Capital Wealth Advisors first reported a position in WhiteHorse Finance in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's WhiteHorse Finance position peaked at $17.4K in Q4 2022.
56 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.