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
2018
Q4 		– Sell
-500
Closed -$1K – 4777
2018
Q3 		$1K Buy
+500
New +$7.28K ﹤0.01% 3931
2018
Q2 		– Sell
-2,900
Closed -$2K – 5094
2018
Q1 		$2K Buy
+2,900
New +$30.2K ﹤0.01% 3890

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.