Morgan Stanley
SVVC

Morgan Stanley’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Morgan Stanley’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
-2,000
Closed -$844 – 8032
2023
Q3 		$844 Hold
2,000
– – ﹤0.01% 7257
2023
Q2 		$1.26K Sell
2,000
-21
-1% -$18 ﹤0.01% 7263
2023
Q1 		$1.92K Sell
2,021
-4,873
-71% -$4.98K ﹤0.01% 7243
2022
Q4 		$6.52K Hold
6,894
– – ﹤0.01% 7080
2022
Q3 		$9K Hold
6,894
– – ﹤0.01% 7128
2022
Q2 		$13K Buy
6,894
+4,873
+241% +$13.9K ﹤0.01% 7148
2022
Q1 		$7K Hold
2,021
– – ﹤0.01% 7522
2021
Q4 		$8K Sell
2,021
-43
-2% -$186 ﹤0.01% 7547
2021
Q3 		$10K Buy
2,064
+40
+2% +$223 ﹤0.01% 7338
2021
Q2 		$12K Sell
2,024
-33
-2% -$198 ﹤0.01% 7192
2021
Q1 		$11K Sell
2,057
-2,871
-58% -$16.8K ﹤0.01% 6920
2020
Q4 		$22K Buy
+4,928
New +$19.3K ﹤0.01% 6412
2020
Q2 		– Sell
-25
Closed – – 6776
2020
Q1 		$0 Buy
+25
New +$143 ﹤0.01% 6772
2019
Q4 		– Sell
-42
Closed – – 6822
2019
Q3 		$0 Sell
42
-1
-2% -$8 ﹤0.01% 6816
2019
Q2 		$0 Sell
43
-2,357
-98% -$25.8K ﹤0.01% 6800
2019
Q1 		$32K Hold
2,400
– – ﹤0.01% 5858
2018
Q4 		$26K Sell
2,400
-2,900
-55% -$38.8K ﹤0.01% 5963
2018
Q3 		$90K Sell
5,300
-1,200
-18% -$17.5K ﹤0.01% 5727
2018
Q2 		$93K Sell
6,500
-2,107
-24% -$25.5K ﹤0.01% 5762
2018
Q1 		$98K Buy
8,607
+1,988
+30% +$20.7K ﹤0.01% 5714
2017
Q4 		$60K Buy
6,619
+2,948
+80% +$24.5K ﹤0.01% 5779
2017
Q3 		$29K Buy
3,671
+3,641
+12,137% +$28.5K ﹤0.01% 5945
2017
Q2 		$0 Buy
30
+13
+76% +$108 ﹤0.01% 6680
2017
Q1 		$0 Sell
17
-26,406
-100% -$212K ﹤0.01% 6637
2016
Q4 		$203K Sell
26,423
-660
-2% -$5.27K ﹤0.01% 5347
2016
Q3 		$213K Sell
27,083
-662
-2% -$4.79K ﹤0.01% 4988
2016
Q2 		$206K Sell
27,745
-2,319
-8% -$17.3K ﹤0.01% 4923
2016
Q1 		$225K Sell
30,064
-1,938
-6% -$14K ﹤0.01% 4907
2015
Q4 		$261K Sell
32,002
-4,358
-12% -$34.7K ﹤0.01% 4941
2015
Q3 		$310K Buy
36,360
+28,665
+373% +$308K ﹤0.01% 4870
2015
Q2 		$100K Sell
7,695
-3,240
-30% -$46.7K ﹤0.01% 5589
2015
Q1 		$157K Buy
10,935
+8,314
+317% +$129K ﹤0.01% 5320
2014
Q4 		$49K Sell
2,621
-7,552
-74% -$165K ﹤0.01% 5826
2014
Q3 		$244K Sell
10,173
-25,070
-71% -$558K ﹤0.01% 5033
2014
Q2 		$749K Sell
35,243
-35,369
-50% -$735K ﹤0.01% 4283
2014
Q1 		$1.51M Buy
70,612
+40,000
+131% +$937K ﹤0.01% 3668
2013
Q4 		$709K Sell
30,612
-47,159
-61% -$1.1M ﹤0.01% 4213
2013
Q3 		$1.9M Buy
77,771
+19,814
+34% +$440K ﹤0.01% 3263
2013
Q2 		$1.15M Buy
+57,957
New +$1.11M ﹤0.01% 3609

Other funds holding SVVC

GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return

Morgan Stanley's SVVC Position: Q4 2023 in Review

Morgan Stanley sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2023, closing a stake of 2,000 shares — an estimated $844 sold.

Morgan Stanley first reported a position in SVVC in Q2 2013 and held it in 39 quarters. The position peaked at $1.9M in Q3 2013. 2 funds tracked by Wall St. Rank hold SVVC as of Q4 2023.

  • Morgan Stanley reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 2,000 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2023, an estimated $844.
  • Morgan Stanley first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2013 and held it in 39 quarters.
  • Morgan Stanley's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $1.9M in Q3 2013.
  • 2 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.