Eschler Asset Management’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Eschler Asset 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
2023 Q1	–	Sell	-59,347	Closed	-$56.2K	–	82
2022 Q4	$56.2K	Buy	+59,347	New	+$70.2K	0.11%	54
2022 Q3	–	Sell	-59,347	Closed	-$109K	–	52
2022 Q2	$109K	Hold	59,347	–	–	0.22%	47
2022 Q1	$206K	Hold	59,347	–	–	0.19%	49
2021 Q4	$238K	Buy	+59,347	New	+$257K	0.3%	38

Other funds holding SVVC

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Nordwand Advisors Radnor, Pennsylvania $652M AUM 36.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eschler Asset Management's SVVC Position: Q1 2023 in Review

Eschler Asset Management sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q1 2023, closing a stake of 59,347 shares — an estimated $56.2K sold.

Eschler Asset Management first reported a position in SVVC in Q4 2021 and held it in 4 quarters. The position peaked at $238K in Q4 2021. 20 funds tracked by Wall St. Rank hold SVVC as of Q1 2023.

Eschler Asset Management reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Eschler Asset Management sold 59,347 Firsthand Technology Value Fund, Inc. Common Stock shares in Q1 2023, an estimated $56.2K.
Eschler Asset Management first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2021 and held it in 4 quarters.
Eschler Asset Management's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $238K in Q4 2021.
20 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q1 2023.

Based on Eschler Asset Management's 13F filing for Q1 2023, filed 15 May 2023.