Sterling Investment Advisors (Pennsylvania)’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2020 Q3	–	Sell	-800	Closed	-$3K	–	470
2020 Q2	$3K	Hold	800	–	–	﹤0.01%	396
2020 Q1	$2K	Hold	800	–	–	﹤0.01%	375
2019 Q4	$5K	Hold	800	–	–	﹤0.01%	370
2019 Q3	$6K	Hold	800	–	–	﹤0.01%	370
2019 Q2	$7K	Buy	+800	New	+$8.74K	﹤0.01%	372

Other funds holding SVVC

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SVVC Position: Q3 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q3 2020, closing a stake of 800 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SVVC in Q2 2019 and held it in 5 quarters. The position peaked at $7K in Q2 2019. 23 funds tracked by Wall St. Rank hold SVVC as of Q3 2020.

Sterling Investment Advisors (Pennsylvania) reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 800 Firsthand Technology Value Fund, Inc. Common Stock shares in Q3 2020, an estimated $3K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2019 and held it in 5 quarters.
Sterling Investment Advisors (Pennsylvania)'s Firsthand Technology Value Fund, Inc. Common Stock position peaked at $7K in Q2 2019.
23 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q3 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2020, filed 26 Oct 2020.