BRWA
STK

B. Riley Wealth Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

B. Riley 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
2024
Q3 		– Sell
-11,079
Closed -$369K – 1426
2024
Q2 		$369K Buy
11,079
+3,080
+39% +$98.1K 0.01% 938
2024
Q1 		$218K Sell
7,999
-6,678
-45% -$215K 0.01% 1230
2023
Q4 		$468K Buy
14,677
+6,678
+83% +$193K 0.01% 845
2023
Q3 		$218K Sell
7,999
-14,920
-65% -$440K 0.01% 1230
2023
Q2 		$703K Buy
22,919
+274
+1% +$7.71K 0.02% 704
2023
Q1 		$630K Sell
22,645
-2,874
-11% -$75.3K 0.02% 716
2022
Q4 		$620K Buy
25,519
+12
+0% +$300 0.02% 707
2022
Q3 		$592K Buy
25,507
+8,430
+49% +$237K 0.02% 682
2022
Q2 		$429K Buy
17,077
+3,011
+21% +$84.9K 0.02% 725
2022
Q1 		$452K Sell
14,066
-8,208
-37% -$268K 0.01% 799
2021
Q4 		$825K Sell
22,274
-2,258
-9% -$81.6K 0.02% 595
2021
Q3 		$809K Buy
24,532
+320
+1% +$10.8K 0.03% 590
2021
Q2 		$860K Buy
24,212
+1,650
+7% +$55.8K 0.03% 565
2021
Q1 		$705K Buy
22,562
+930
+4% +$27.5K 0.02% 590
2020
Q4 		$590K Hold
21,632
– – 0.03% 488
2020
Q3 		$474K Sell
21,632
-2,000
-8% -$44.7K 0.03% 550
2020
Q2 		$520K Buy
23,632
+500
+2% +$10.3K 0.03% 451
2020
Q1 		$410K Buy
23,132
+1,300
+6% +$28.8K 0.04% 447
2019
Q4 		$515K Buy
21,832
+3,000
+16% +$68K 0.04% 429
2019
Q3 		$398K Hold
18,832
– – 0.04% 484
2019
Q2 		$386K Buy
18,832
+2,700
+17% +$56K 0.04% 474
2019
Q1 		$324K Buy
16,132
+1,451
+10% +$28.1K 0.04% 465
2018
Q4 		$247K Buy
14,681
+1,549
+12% +$29.4K 0.04% 504
2018
Q3 		$281K Buy
+13,132
New +$285K 0.03% 518
2015
Q1 		– Sell
-1,170
Closed -$22 – 1802
2014
Q4 		$22 Buy
+1,170
New +$20.6K ﹤0.01% 2507
2014
Q3 		– Sell
-1,573
Closed -$26.6K – 1728
2014
Q2 		$26.6K Buy
+1,573
New +$25.8K 0.01% 1342

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's STK Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2024, closing a stake of 11,079 shares — an estimated $369K sold.

B. Riley Wealth Advisors first reported a position in STK in Q2 2014 and held it in 26 quarters. The position peaked at $860K in Q2 2021. 60 funds tracked by Wall St. Rank hold STK as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,079 Columbia Seligman Premium Technology Growth Fund shares in Q3 2024, an estimated $369K.
  • B. Riley Wealth Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2014 and held it in 26 quarters.
  • B. Riley Wealth Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $860K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.