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Westside Investment Management’s Hercules Capital HTGC Stock Holding History

Westside Investment Management’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,338
Closed -$15 – 822
2022
Q3 		$15 Hold
1,338
– – ﹤0.01% 540
2022
Q2 		$18 Buy
+1,338
New +$20.9K ﹤0.01% 522

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BTCPP
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ACM
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Westside Investment Management's HTGC Position: Q4 2022 in Review

Westside Investment Management sold out of Hercules Capital (HTGC) in Q4 2022, closing a stake of 1,338 shares — an estimated $15 sold.

Westside Investment Management first reported a position in HTGC in Q2 2022 and held it in 2 quarters. The position peaked at $18 in Q2 2022. 262 funds tracked by Wall St. Rank hold HTGC as of Q4 2022.

  • Westside Investment Management reported no remaining Hercules Capital position as of Q4 2022 after selling out during the quarter.
  • Westside Investment Management sold 1,338 Hercules Capital shares in Q4 2022, an estimated $15.
  • Westside Investment Management first reported a position in Hercules Capital in Q2 2022 and held it in 2 quarters.
  • Westside Investment Management's Hercules Capital position peaked at $18 in Q2 2022.
  • 262 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2022.

Based on Westside Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.