Arkadios Wealth Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-244	Closed	-$8K	–	1631
2021 Q3	$8K	Sell	244 -750	-75%	-$25.4K	﹤0.01%	1505
2021 Q2	$35K	Buy	994 +876	+742%	+$29.6K	﹤0.01%	1060
2021 Q1	$3K	Buy	118 +20	+20%	+$592	﹤0.01%	1482
2020 Q4	$2K	Buy	+98	New	+$2.4K	﹤0.01%	1277

Other funds holding STK

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

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

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

AAM

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

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

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

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

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

ACP

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

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

Arkadios Wealth Advisors's STK Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q4 2021, closing a stake of 244 shares — an estimated $8K sold.

Arkadios Wealth Advisors first reported a position in STK in Q4 2020 and held it in 4 quarters. The position peaked at $35K in Q2 2021. 50 funds tracked by Wall St. Rank hold STK as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 244 Columbia Seligman Premium Technology Growth Fund shares in Q4 2021, an estimated $8K.
Arkadios Wealth Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $35K in Q2 2021.
50 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.