RFA
SVVC

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
2016
Q2 		– Sell
-86
Closed -$1K – 996
2016
Q1 		$1K Hold
86
– – ﹤0.01% 1142
2015
Q4 		$1K Buy
+86
New +$685 ﹤0.01% 1145

Other funds holding SVVC

Susquehanna International Group
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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
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
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.