LWM
SVVC

Liberty Wealth Management’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-10
Closed – – 1170
2021
Q3 		$0 Hold
10
– – ﹤0.01% 1250
2021
Q2 		$0 Hold
10
– – ﹤0.01% 1202
2021
Q1 		$0 Hold
10
– – ﹤0.01% 1060
2020
Q4 		$0 Hold
10
– – ﹤0.01% 1096
2020
Q3 		$0 Hold
10
– – ﹤0.01% 972
2020
Q2 		$0 Hold
10
– – ﹤0.01% 1006
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1012
2019
Q4 		$0 Hold
10
– – ﹤0.01% 970
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1009
2019
Q2 		$0 Hold
10
– – ﹤0.01% 956
2019
Q1 		$0 Hold
10
– – ﹤0.01% 868
2018
Q4 		$0 Buy
+10
New +$134 ﹤0.01% 804

Other funds holding SVVC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
EAM
Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's SVVC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2021, closing a stake of 10 shares.

Liberty Wealth Management first reported a position in SVVC in Q4 2018 and held it in 12 quarters. The position peaked at $0 in Q3 2021. 21 funds tracked by Wall St. Rank hold SVVC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 10 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2021.
  • Liberty Wealth Management first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $0 in Q3 2021.
  • 21 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.