CFN
SVVC

Cordasco Financial Network’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Cordasco Financial Network’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
2019
Q4 		– Sell
-3,052
Closed -$23K – 482
2019
Q3 		$23K Hold
3,052
– – 0.02% 202
2019
Q2 		$28K Hold
3,052
– – 0.03% 190
2019
Q1 		$41K Buy
+3,052
New +$40.8K 0.04% 163

Other funds holding SVVC

BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Cordasco Financial Network's SVVC Position: Q4 2019 in Review

Cordasco Financial Network sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2019, closing a stake of 3,052 shares — an estimated $23K sold.

Cordasco Financial Network first reported a position in SVVC in Q1 2019 and held it in 3 quarters. The position peaked at $41K in Q1 2019. 30 funds tracked by Wall St. Rank hold SVVC as of Q4 2019.

  • Cordasco Financial Network reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Cordasco Financial Network sold 3,052 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2019, an estimated $23K.
  • Cordasco Financial Network first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q1 2019 and held it in 3 quarters.
  • Cordasco Financial Network's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $41K in Q1 2019.
  • 30 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2019.

Based on Cordasco Financial Network's 13F filing for Q4 2019, filed 22 Jan 2020.