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

Reilly Financial 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
2021 Q4	$0	Hold	86	–	–	﹤0.01%	1227
2021 Q3	$0	Hold	86	–	–	﹤0.01%	1090
2021 Q2	$0	Hold	86	–	–	﹤0.01%	1100
2021 Q1	$0	Sell	86 -7	-8%	-$41	﹤0.01%	1062
2020 Q4	$0	Buy	93 +7	+8%	+$27	﹤0.01%	937
2020 Q3	$0	Hold	86	–	–	﹤0.01%	955
2020 Q2	$0	Hold	86	–	–	﹤0.01%	973
2020 Q1	$0	Hold	86	–	–	﹤0.01%	955
2019 Q4	$1K	Hold	86	–	–	﹤0.01%	868
2019 Q3	$1K	Hold	86	–	–	﹤0.01%	881
2019 Q2	$1K	Hold	86	–	–	﹤0.01%	925
2019 Q1	$1K	Hold	86	–	–	﹤0.01%	946
2018 Q4	$1K	Hold	86	–	–	﹤0.01%	917
2018 Q3	$1K	Hold	86	–	–	﹤0.01%	989
2018 Q2	$1K	Hold	86	–	–	﹤0.01%	972
2018 Q1	$1K	Hold	86	–	–	﹤0.01%	948
2017 Q4	$1K	Hold	86	–	–	﹤0.01%	945
2017 Q3	$1K	Hold	86	–	–	﹤0.01%	979
2017 Q2	$1K	Hold	86	–	–	﹤0.01%	923
2017 Q1	$1K	Hold	86	–	–	﹤0.01%	898
2016 Q4	$1K	Hold	86	–	–	﹤0.01%	815
2016 Q3	$1K	Hold	86	–	–	﹤0.01%	813
2016 Q2	$1K	Buy	+86	New	+$641	﹤0.01%	782
2015 Q4	–	Sell	-86	Closed	-$685	–	1415
2015 Q3	$1K	Hold	86	–	–	﹤0.01%	1225
2015 Q2	$1K	Sell	86 -101	-54%	-$1.46K	﹤0.01%	1300
2015 Q1	$3K	Hold	187	–	–	﹤0.01%	1115
2014 Q4	$3K	Hold	187	–	–	﹤0.01%	718
2014 Q3	$4K	Hold	187	–	–	﹤0.01%	683
2014 Q2	$4K	Hold	187	–	–	﹤0.01%	716
2014 Q1	$4K	Hold	187	–	–	﹤0.01%	706
2013 Q4	$4K	Buy	+187	New	+$4.36K	﹤0.01%	722

Other funds holding SVVC

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's SVVC Position: Q4 2021 in Review

Reilly Financial Advisors held its Firsthand Technology Value Fund, Inc. Common Stock (SVVC) position steady in Q4 2021 at 86 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Reilly Financial Advisors first reported a position in SVVC in Q4 2013 and has held it in 31 quarters since. The position peaked at $4K in Q3 2014. 21 funds tracked by Wall St. Rank hold SVVC as of Q4 2021.

Reilly Financial Advisors held 86 shares of Firsthand Technology Value Fund, Inc. Common Stock worth $0 as of Q4 2021.
Reilly Financial Advisors left its Firsthand Technology Value Fund, Inc. Common Stock share count unchanged in Q4 2021.
Firsthand Technology Value Fund, Inc. Common Stock made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1227 holding.
Reilly Financial Advisors first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2013 and has held it in 31 quarters since.
Reilly Financial Advisors's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $4K in Q3 2014.
21 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.