Bourgeon Capital Management’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Bourgeon Capital Management’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
2020 Q4	–	Sell	-6,150	Closed	-$25K	–	334
2020 Q3	$25K	Hold	6,150	–	–	0.01%	176
2020 Q2	$25K	Hold	6,150	–	–	0.01%	149
2020 Q1	$23K	Buy	+6,150	New	+$35.1K	0.01%	142
2014 Q1	–	Sell	-11,489	Closed	-$266K	–	105
2013 Q4	$266K	Buy	+11,489	New	+$268K	0.17%	84

Other funds holding SVVC

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bourgeon Capital Management's SVVC Position: Q4 2020 in Review

Bourgeon Capital Management sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2020, closing a stake of 6,150 shares — an estimated $25K sold.

Bourgeon Capital Management first reported a position in SVVC in Q4 2013 and held it in 4 quarters. The position peaked at $266K in Q4 2013. 22 funds tracked by Wall St. Rank hold SVVC as of Q4 2020.

Bourgeon Capital Management reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
Bourgeon Capital Management sold 6,150 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2020, an estimated $25K.
Bourgeon Capital Management first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2013 and held it in 4 quarters.
Bourgeon Capital Management's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $266K in Q4 2013.
22 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2020.

Based on Bourgeon Capital Management's 13F filing for Q4 2020, filed 29 Jan 2021.