AWS
STK

Atria Wealth Solutions’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$242K Buy
+7,954
New +$225K 0.01% 1273
2025
Q1 		– Sell
-6,466
Closed -$228K – 2069
2024
Q4 		$228K Sell
6,466
-65
-1% -$2.17K ﹤0.01% 1739
2024
Q3 		$219K Sell
6,531
-314
-5% -$10.2K ﹤0.01% 1730
2024
Q2 		$228K Buy
6,845
+247
+4% +$7.87K ﹤0.01% 1677
2024
Q1 		$210K Sell
6,598
-4,867
-42% -$157K ﹤0.01% 1797
2023
Q4 		$365K Sell
11,465
-985
-8% -$28.4K ﹤0.01% 1367
2023
Q3 		$339K Buy
+12,450
New +$367K ﹤0.01% 1339
2022
Q2 		– Sell
-6,991
Closed -$224K – 1876
2022
Q1 		$224K Buy
+6,991
New +$228K ﹤0.01% 1511

Other funds holding STK

Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return