UMB Bank’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

UMB Bank’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
2023 Q4	–	Sell	-1,555	Closed	-$656	–	1778
2023 Q3	$656	Hold	1,555	–	–	﹤0.01%	1625
2023 Q2	$980	Hold	1,555	–	–	﹤0.01%	1593
2023 Q1	$1.48K	Hold	1,555	–	–	﹤0.01%	1560
2022 Q4	$1K	Hold	1,555	–	–	﹤0.01%	1690
2022 Q3	$2K	Hold	1,555	–	–	﹤0.01%	1632
2022 Q2	$3K	Hold	1,555	–	–	﹤0.01%	1701
2022 Q1	$5K	Buy	+1,555	New	+$5.79K	﹤0.01%	1679

Other funds holding SVVC

GPFA

Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return

Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return

UMB Bank's SVVC Position: Q4 2023 in Review

UMB Bank sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2023, closing a stake of 1,555 shares — an estimated $656 sold.

UMB Bank first reported a position in SVVC in Q1 2022 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 2 funds tracked by Wall St. Rank hold SVVC as of Q4 2023.

UMB Bank reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
UMB Bank sold 1,555 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2023, an estimated $656.
UMB Bank first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q1 2022 and held it in 7 quarters.
UMB Bank's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $5K in Q1 2022.
2 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.