LA
SVVC

Legacy Advisors’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Legacy Advisors’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
2019
Q2 		– Sell
-309
Closed -$4K – 429
2019
Q1 		$4K Buy
+309
New +$4.13K ﹤0.01% 370

Other funds holding SVVC

BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Legacy Advisors's SVVC Position: Q2 2019 in Review

Legacy Advisors sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q2 2019, closing a stake of 309 shares — an estimated $4K sold.

Legacy Advisors first reported a position in SVVC in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 30 funds tracked by Wall St. Rank hold SVVC as of Q2 2019.

  • Legacy Advisors reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Legacy Advisors sold 309 Firsthand Technology Value Fund, Inc. Common Stock shares in Q2 2019, an estimated $4K.
  • Legacy Advisors first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q1 2019 and held it in 1 quarter.
  • Legacy Advisors's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $4K in Q1 2019.
  • 30 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.