Sutton Wealth Advisors’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Sutton Wealth 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
2020 Q1	–	Sell	-2	Closed	-$13	–	1278
2019 Q4	$13	Hold	2	–	–	﹤0.01%	1165
2019 Q3	$15	Hold	2	–	–	﹤0.01%	1174
2019 Q2	$19	Hold	2	–	–	﹤0.01%	1160
2019 Q1	$26	Hold	2	–	–	﹤0.01%	1168
2018 Q4	$22	Hold	2	–	–	﹤0.01%	1128
2018 Q3	$34	Hold	2	–	–	﹤0.01%	1126
2018 Q2	$28	Hold	2	–	–	﹤0.01%	1125
2018 Q1	$22	Hold	2	–	–	﹤0.01%	1123
2017 Q4	$18	Hold	2	–	–	﹤0.01%	1078
2017 Q3	$16	Hold	2	–	–	﹤0.01%	1075
2017 Q2	$17	Hold	2	–	–	﹤0.01%	1082
2017 Q1	$16	Hold	2	–	–	﹤0.01%	1062
2016 Q4	$15	Hold	2	–	–	﹤0.01%	1055
2016 Q3	$16	Sell	2 -167	-99%	-$1.21K	﹤0.01%	1044
2016 Q2	$1.26K	Hold	169	–	–	﹤0.01%	911
2016 Q1	$1.27K	Buy	+169	New	+$1.22K	﹤0.01%	907

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 $4.31B AUM 18.36% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sutton Wealth Advisors's SVVC Position: Q1 2020 in Review

Sutton Wealth Advisors sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q1 2020, closing a stake of 2 shares — an estimated $13 sold.

Sutton Wealth Advisors first reported a position in SVVC in Q1 2016 and held it in 16 quarters. The position peaked at $1.27K in Q1 2016. 30 funds tracked by Wall St. Rank hold SVVC as of Q1 2020.

Sutton Wealth Advisors reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Sutton Wealth Advisors sold 2 Firsthand Technology Value Fund, Inc. Common Stock shares in Q1 2020, an estimated $13.
Sutton Wealth Advisors first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q1 2016 and held it in 16 quarters.
Sutton Wealth Advisors's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $1.27K in Q1 2016.
30 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q1 2020.

Based on Sutton Wealth Advisors's 13F filing for Q1 2020, filed 7 Nov 2023.