Raymond James Financial Services Advisors’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Raymond James Financial Services 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
2022 Q4	–	Sell	-11,000	Closed	-$15K	–	3412
2022 Q3	$15K	Hold	11,000	–	–	﹤0.01%	3185
2022 Q2	$20K	Hold	11,000	–	–	﹤0.01%	3162
2022 Q1	$38K	Hold	11,000	–	–	﹤0.01%	3217
2021 Q4	$44K	Hold	11,000	–	–	﹤0.01%	3203
2021 Q3	$52K	Hold	11,000	–	–	﹤0.01%	3187
2021 Q2	$63K	Sell	11,000 -24	-0.2%	-$144	﹤0.01%	3190
2021 Q1	$59K	Hold	11,024	–	–	﹤0.01%	3090
2020 Q4	$49K	Hold	11,024	–	–	﹤0.01%	2914
2020 Q3	$46K	Hold	11,024	–	–	﹤0.01%	2773
2020 Q2	$45K	Hold	11,024	–	–	﹤0.01%	2716
2020 Q1	$41K	Hold	11,024	–	–	﹤0.01%	2331
2019 Q4	$71K	Hold	11,024	–	–	﹤0.01%	2740
2019 Q3	$84K	Sell	11,024 -1,400	-11%	-$11.5K	﹤0.01%	2661
2019 Q2	$116K	Buy	12,424 +1,400	+13%	+$15.3K	﹤0.01%	2658
2019 Q1	$146K	Hold	11,024	–	–	﹤0.01%	2580
2018 Q4	$123K	Hold	11,024	–	–	﹤0.01%	2372
2018 Q3	$187K	Hold	11,024	–	–	﹤0.01%	2547
2018 Q2	$156K	Buy	11,024 +24	+0.2%	+$290	﹤0.01%	2541
2018 Q1	$124K	Hold	11,000	–	–	﹤0.01%	2348
2017 Q4	$99K	Hold	11,000	–	–	﹤0.01%	2378
2017 Q3	$88K	Hold	11,000	–	–	﹤0.01%	2405
2017 Q2	$92K	Hold	11,000	–	–	﹤0.01%	2352
2017 Q1	$88K	Hold	11,000	–	–	﹤0.01%	2277
2016 Q4	$84K	Buy	+11,000	New	+$87.8K	﹤0.01%	2206

Other funds holding SVVC

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

EAM

Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Raymond James Financial Services Advisors's SVVC Position: Q4 2022 in Review

Raymond James Financial Services Advisors sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2022, closing a stake of 11,000 shares — an estimated $15K sold.

Raymond James Financial Services Advisors first reported a position in SVVC in Q4 2016 and held it in 24 quarters. The position peaked at $187K in Q3 2018. 22 funds tracked by Wall St. Rank hold SVVC as of Q4 2022.

Raymond James Financial Services Advisors reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Raymond James Financial Services Advisors sold 11,000 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2022, an estimated $15K.
Raymond James Financial Services Advisors first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2016 and held it in 24 quarters.
Raymond James Financial Services Advisors's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $187K in Q3 2018.
22 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.