Valley National Advisers’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Valley National Advisers’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	-20	Closed	–	–	853
2020 Q2	$0	Hold	20	–	–	﹤0.01%	872
2020 Q1	$0	Hold	20	–	–	﹤0.01%	862
2019 Q4	$0	Hold	20	–	–	﹤0.01%	836
2019 Q3	$0	Hold	20	–	–	﹤0.01%	834
2019 Q2	$0	Hold	20	–	–	﹤0.01%	801
2019 Q1	$0	Hold	20	–	–	﹤0.01%	834
2018 Q4	$0	Hold	20	–	–	﹤0.01%	840
2018 Q3	$0	Hold	20	–	–	﹤0.01%	762
2018 Q2	$0	Hold	20	–	–	﹤0.01%	722
2018 Q1	$0	Hold	20	–	–	﹤0.01%	710
2017 Q4	$0	Hold	20	–	–	﹤0.01%	732
2017 Q3	$0	Hold	20	–	–	﹤0.01%	709
2017 Q2	$0	Hold	20	–	–	﹤0.01%	657
2017 Q1	$0	Hold	20	–	–	﹤0.01%	685
2016 Q4	$0	Hold	20	–	–	﹤0.01%	771
2016 Q3	$0	Hold	20	–	–	﹤0.01%	742
2016 Q2	$0	Hold	20	–	–	﹤0.01%	662
2016 Q1	$0	Hold	20	–	–	﹤0.01%	673
2015 Q4	$0	Hold	20	–	–	﹤0.01%	665
2015 Q3	$0	Hold	20	–	–	﹤0.01%	657
2015 Q2	$0	Hold	20	–	–	﹤0.01%	652
2015 Q1	$0	Hold	20	–	–	﹤0.01%	620
2014 Q4	$0	Buy	+20	New	+$438	﹤0.01%	445

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

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 59.56% 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 $294M AUM 2.62% 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

Valley National Advisers's SVVC Position: Q3 2020 in Review

Valley National Advisers sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q3 2020, closing a stake of 20 shares.

Valley National Advisers first reported a position in SVVC in Q4 2014 and held it in 23 quarters. The position peaked at $0 in Q2 2020. 23 funds tracked by Wall St. Rank hold SVVC as of Q3 2020.

Valley National Advisers reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
Valley National Advisers sold 20 Firsthand Technology Value Fund, Inc. Common Stock shares in Q3 2020.
Valley National Advisers first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2014 and held it in 23 quarters.
Valley National Advisers's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $0 in Q2 2020.
23 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q3 2020.

Based on Valley National Advisers's 13F filing for Q3 2020, filed 13 Nov 2020.