Avior Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Avior Wealth Management’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 Q3	–	Sell	-800	Closed	-$28K	–	1174
2021 Q2	$28K	Hold	800	–	–	﹤0.01%	601
2021 Q1	$24K	Hold	800	–	–	﹤0.01%	629
2020 Q4	$21K	Hold	800	–	–	﹤0.01%	611
2020 Q3	$17K	Hold	800	–	–	﹤0.01%	624
2020 Q2	$17K	Buy	800 +100	+14%	+$2.06K	﹤0.01%	597
2020 Q1	$12K	Hold	700	–	–	﹤0.01%	561
2019 Q4	$16K	Hold	700	–	–	﹤0.01%	548
2019 Q3	$14K	Buy	+700	New	+$14.7K	﹤0.01%	560

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

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 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

Avior Wealth Management's STK Position: Q3 2021 in Review

Avior Wealth Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2021, closing a stake of 800 shares — an estimated $28K sold.

Avior Wealth Management first reported a position in STK in Q3 2019 and held it in 8 quarters. The position peaked at $28K in Q2 2021. 53 funds tracked by Wall St. Rank hold STK as of Q3 2021.

Avior Wealth Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2021 after selling out during the quarter.
Avior Wealth Management sold 800 Columbia Seligman Premium Technology Growth Fund shares in Q3 2021, an estimated $28K.
Avior Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2019 and held it in 8 quarters.
Avior Wealth Management's Columbia Seligman Premium Technology Growth Fund position peaked at $28K in Q2 2021.
53 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2021.

Based on Avior Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.