CG
SVVC

Cutler Group’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Cutler Group’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
2021
Q1 		– Sell
-500
Closed -$2K – 6500
2020
Q4 		$2K Sell
500
-3,600
-88% -$14.1K ﹤0.01% 4294
2020
Q3 		$16K Buy
4,100
+3,400
+486% +$15.9K ﹤0.01% 2669
2020
Q2 		$2K Buy
+700
New +$2.51K ﹤0.01% 3884
2020
Q1 		– Sell
-1,500
Closed -$8.57K – 4843
2019
Q4 		$9K Buy
+1,500
New +$9.91K ﹤0.01% 2724
2019
Q3 		– Sell
-2,400
Closed -$22K – 4866
2019
Q2 		$22K Sell
2,400
-100
-4% -$1.09K ﹤0.01% 2144
2019
Q1 		$33K Buy
2,500
+2,194
+717% +$29.3K ﹤0.01% 1714
2018
Q4 		$3K Buy
+306
New +$4.09K ﹤0.01% 3267
2018
Q1 		– Sell
-700
Closed -$7.28K – 5442
2017
Q4 		$6K Buy
700
+200
+40% +$1.66K ﹤0.01% 3547
2017
Q3 		$4K Hold
500
– – ﹤0.01% 4668
2017
Q2 		$4K Sell
500
-336
-40% -$2.8K ﹤0.01% 5126
2017
Q1 		$6K Buy
836
+800
+2,222% +$6.43K ﹤0.01% 4619
2016
Q4 		$0 Hold
36
– – ﹤0.01% 7528
2016
Q3 		$0 Hold
36
– – ﹤0.01% 7564
2016
Q2 		$0 Sell
36
-1,815
-98% -$13.5K ﹤0.01% 7470
2016
Q1 		$13K Sell
1,851
-1,000
-35% -$7.22K ﹤0.01% 3787
2015
Q4 		$23K Buy
+2,851
New +$22.7K ﹤0.01% 3291

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
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cutler Group's SVVC Position: Q1 2021 in Review

Cutler Group sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q1 2021, closing a stake of 500 shares — an estimated $2K sold.

Cutler Group first reported a position in SVVC in Q4 2015 and held it in 16 quarters. The position peaked at $33K in Q1 2019. 23 funds tracked by Wall St. Rank hold SVVC as of Q1 2021.

  • Cutler Group reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Cutler Group sold 500 Firsthand Technology Value Fund, Inc. Common Stock shares in Q1 2021, an estimated $2K.
  • Cutler Group first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2015 and held it in 16 quarters.
  • Cutler Group's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $33K in Q1 2019.
  • 23 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q1 2021.

Based on Cutler Group's 13F filing for Q1 2021, filed 26 Apr 2021.