AFG
STK

Atomi Financial Group’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Atomi Financial Group’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
2024
Q4 		– Sell
-12,699
Closed -$425K – 1025
2024
Q3 		$425K Sell
12,699
-2,017
-14% -$65.7K 0.03% 523
2024
Q2 		$490K Buy
14,716
+1,806
+14% +$57.5K 0.04% 410
2024
Q1 		$411K Buy
12,910
+53
+0.4% +$1.71K 0.04% 412
2023
Q4 		$406K Sell
12,857
-307
-2% -$8.87K 0.06% 327
2023
Q3 		$358K Buy
+13,164
New +$388K 0.12% 204

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atomi Financial Group's STK Position: Q4 2024 in Review

Atomi Financial Group sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q4 2024, closing a stake of 12,699 shares — an estimated $425K sold.

Atomi Financial Group first reported a position in STK in Q3 2023 and held it in 5 quarters. The position peaked at $490K in Q2 2024. 60 funds tracked by Wall St. Rank hold STK as of Q4 2024.

  • Atomi Financial Group reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 12,699 Columbia Seligman Premium Technology Growth Fund shares in Q4 2024, an estimated $425K.
  • Atomi Financial Group first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2023 and held it in 5 quarters.
  • Atomi Financial Group's Columbia Seligman Premium Technology Growth Fund position peaked at $490K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.