LFG
SVVC

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

Larson Financial 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
Q1 		– Sell
-2,000
Closed -$1.89K – 1611
2022
Q4 		$1.89K Buy
+2,000
New +$2.37K ﹤0.01% 1202

Other funds holding SVVC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
NA
Nordwand Advisors Radnor, Pennsylvania $572M AUM 23.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's SVVC Position: Q1 2023 in Review

Larson Financial Group sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q1 2023, closing a stake of 2,000 shares — an estimated $1.89K sold.

Larson Financial Group first reported a position in SVVC in Q4 2022 and held it in 1 quarter. The position peaked at $1.89K in Q4 2022. 20 funds tracked by Wall St. Rank hold SVVC as of Q1 2023.

  • Larson Financial Group reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Larson Financial Group sold 2,000 Firsthand Technology Value Fund, Inc. Common Stock shares in Q1 2023, an estimated $1.89K.
  • Larson Financial Group first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Larson Financial Group's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $1.89K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.