Ahrens Investment Partners’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Ahrens Investment Partners’s Portfolio STK Stock Details STK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$243K	Sell	8,740 -7,400	-46%	-$194K	0.12%	121
2022 Q4	$375K	Sell	16,140 -16,017	-50%	-$401K	0.17%	101
2022 Q3	$746K	Sell	32,157 -19,029	-37%	-$536K	0.39%	55
2022 Q2	$1.28M	Buy	51,186 +35,967	+236%	+$1.01M	0.57%	42
2022 Q1	$489K	Sell	15,219 -20,510	-57%	-$669K	0.15%	105
2021 Q4	$1.32M	Sell	35,729 -17,035	-32%	-$615K	0.58%	35
2021 Q3	$1.74M	Sell	52,764 -2,635	-5%	-$89.1K	0.83%	31
2021 Q2	$1.97M	Buy	+55,399	New	+$1.87M	0.91%	24
2021 Q1	–	Sell	-18,400	Closed	-$501K	–	227
2020 Q4	$501K	Buy	+18,400	New	+$450K	0.27%	89

Other funds holding STK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ahrens Investment Partners's STK Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Columbia Seligman Premium Technology Growth Fund (STK) stake by 46% in Q1 2023, selling an estimated $194K and leaving 8,740 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #121.

Ahrens Investment Partners first reported a position in STK in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.97M in Q2 2021. 47 funds tracked by Wall St. Rank hold STK as of Q1 2023.

Ahrens Investment Partners held 8,740 shares of Columbia Seligman Premium Technology Growth Fund worth $243K as of Q1 2023.
Ahrens Investment Partners sold 7,400 Columbia Seligman Premium Technology Growth Fund shares in Q1 2023, an estimated $194K.
Columbia Seligman Premium Technology Growth Fund made up 0.12% of Ahrens Investment Partners's portfolio in Q1 2023, its #121 holding.
Ahrens Investment Partners first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2020 and has held it in 9 quarters since.
Ahrens Investment Partners's Columbia Seligman Premium Technology Growth Fund position peaked at $1.97M in Q2 2021.
47 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.