KIG
SVVC

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

Kennedy Investment 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
2023
Q4 		– Sell
-11,000
Closed -$4.64K – 129
2023
Q3 		$4.64K Hold
11,000
– – ﹤0.01% 118
2023
Q2 		$6.93K Hold
11,000
– – ﹤0.01% 119
2023
Q1 		$10.4K Hold
11,000
– – 0.01% 119
2022
Q4 		$10.4K Buy
+11,000
New +$13K 0.01% 116

Other funds holding SVVC

GPFA
Game Plan Financial Advisors Westlake, Ohio $269M AUM 28.74% 1-Year Est. Return
WC
Winmill & Co Walpole, New Hampshire $452M AUM 56.84% 1-Year Est. Return

Kennedy Investment Group's SVVC Position: Q4 2023 in Review

Kennedy Investment Group sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2023, closing a stake of 11,000 shares — an estimated $4.64K sold.

Kennedy Investment Group first reported a position in SVVC in Q4 2022 and held it in 4 quarters. The position peaked at $10.4K in Q1 2023. 2 funds tracked by Wall St. Rank hold SVVC as of Q4 2023.

  • Kennedy Investment Group reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Kennedy Investment Group sold 11,000 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2023, an estimated $4.64K.
  • Kennedy Investment Group first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2022 and held it in 4 quarters.
  • Kennedy Investment Group's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $10.4K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2023.

Based on Kennedy Investment Group's 13F filing for Q4 2023, filed 29 Jan 2024.