MCC
SVVC

Money Concepts Capital’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Money Concepts Capital’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
Closed -$2 – 3149
2022
Q4 		$2 Buy
+2
New +$2 ﹤0.01% 3249
2022
Q2 		– Sell
-2
Closed – – 2750
2022
Q1 		$0 Buy
+2
New +$7 ﹤0.01% 2815

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

Money Concepts Capital's SVVC Position: Q1 2023 in Review

Money Concepts Capital sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q1 2023, closing a stake of 2 shares — an estimated $2 sold.

Money Concepts Capital first reported a position in SVVC in Q1 2022 and held it in 2 quarters. The position peaked at $2 in Q4 2022. 20 funds tracked by Wall St. Rank hold SVVC as of Q1 2023.

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

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.