AWS
SVVC

Atria Wealth Solutions’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Atria Wealth Solutions’s Portfolio SVVC Stock Details SVVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-22,797
Closed -$79K – 1928
2022
Q1 		$79K Buy
+22,797
New +$84.8K ﹤0.01% 1678

Other funds holding SVVC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
EAM
Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
DCM
Difesa Capital Management New York $38.1M AUM 39.86% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Atria Wealth Solutions's SVVC Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q2 2022, closing a stake of 22,797 shares — an estimated $79K sold.

Atria Wealth Solutions first reported a position in SVVC in Q1 2022 and held it in 1 quarter. The position peaked at $79K in Q1 2022. 20 funds tracked by Wall St. Rank hold SVVC as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 22,797 Firsthand Technology Value Fund, Inc. Common Stock shares in Q2 2022, an estimated $79K.
  • Atria Wealth Solutions first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $79K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.