Plante Moran Financial Advisors’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20
| Closed | -$9 | – | 907 |
|
|
2023
Q3 | $9 | Hold |
20
| – | – | ﹤0.01% | 758 |
|
|
2023
Q2 | $13 | Hold |
20
| – | – | ﹤0.01% | 782 |
|
|
2023
Q1 | $19 | Hold |
20
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $19 | Hold |
20
| – | – | ﹤0.01% | 851 |
|
|
2022
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 1072 |
|
|
2022
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1125 |
|
|
2021
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 1121 |
|
|
2021
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1153 |
|
|
2020
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 909 |
|
|
2020
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 874 |
|
|
2020
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 857 |
|
|
2019
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 925 |
|
|
2019
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 929 |
|
|
2019
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 858 |
|
|
2019
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 976 |
|
|
2018
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 984 |
|
|
2018
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 863 |
|
|
2018
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 998 |
|
|
2018
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1019 |
|
|
2017
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 923 |
|
|
2017
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 881 |
|
|
2017
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 917 |
|
|
2017
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1060 |
|
|
2016
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1055 |
|
|
2016
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1007 |
|
|
2016
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 955 |
|
|
2016
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1062 |
|
|
2015
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1005 |
|
|
2015
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 764 |
|
|
2015
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 753 |
|
|
2015
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 818 |
|
|
2014
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 869 |
|
|
2014
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 869 |
|
|
2014
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 860 |
|
|
2014
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 714 |
|
|
2013
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 723 |
|
|
2013
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 676 |
|
|
2013
Q2 | $0 | Buy |
+20
| New | +$383 | ﹤0.01% | 595 |
|
Other funds holding SVVC
Plante Moran Financial Advisors's SVVC Position: Q4 2023 in Review
Plante Moran Financial Advisors sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2023, closing a stake of 20 shares — an estimated $9 sold.
Plante Moran Financial Advisors first reported a position in SVVC in Q2 2013 and held it in 42 quarters. The position peaked at $19 in Q1 2023. 2 funds tracked by Wall St. Rank hold SVVC as of Q4 2023.
- Plante Moran Financial Advisors reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Plante Moran Financial Advisors sold 20 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2023, an estimated $9.
- Plante Moran Financial Advisors first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
- Plante Moran Financial Advisors's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $19 in Q1 2023.
- 2 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2023.
Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.