BRWM
STK

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

B. Riley 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
2022
Q2 		$276 Buy
+11,015
New +$310K ﹤0.01% 555
2020
Q2 		– Sell
-24,604
Closed -$435K – 547
2020
Q1 		$435K Buy
+24,604
New +$545K 0.05% 285

Other funds holding STK

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
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
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

B. Riley Wealth Management's STK Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2022: 11,015 shares worth $276. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in STK as recently as Q1 2020.

B. Riley Wealth Management first reported a position in STK in Q1 2020 and has held it in 2 quarters since. The position peaked at $435K in Q1 2020. 48 funds tracked by Wall St. Rank hold STK as of Q2 2022.

  • B. Riley Wealth Management held 11,015 shares of Columbia Seligman Premium Technology Growth Fund worth $276 as of Q2 2022.
  • Columbia Seligman Premium Technology Growth Fund was a new B. Riley Wealth Management position in Q2 2022.
  • Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #555 holding.
  • B. Riley Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2020 and has held it in 2 quarters since.
  • B. Riley Wealth Management's Columbia Seligman Premium Technology Growth Fund position peaked at $435K in Q1 2020.
  • 48 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.