BDO Wealth Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

BDO 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
2021 Q1	–	Sell	-1,000	Closed	-$27K	–	1264
2020 Q4	$27K	Hold	1,000	–	–	﹤0.01%	424
2020 Q3	$22K	Hold	1,000	–	–	﹤0.01%	417
2020 Q2	$22K	Hold	1,000	–	–	﹤0.01%	417
2020 Q1	$18K	Hold	1,000	–	–	﹤0.01%	469
2019 Q4	$24K	Hold	1,000	–	–	0.01%	372
2019 Q3	$21K	Hold	1,000	–	–	0.01%	398
2019 Q2	$20K	Buy	+1,000	New	+$20.7K	0.01%	393

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

BDO Wealth Advisors's STK Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2021, closing a stake of 1,000 shares — an estimated $27K sold.

BDO Wealth Advisors first reported a position in STK in Q2 2019 and held it in 7 quarters. The position peaked at $27K in Q4 2020. 51 funds tracked by Wall St. Rank hold STK as of Q1 2021.

BDO Wealth Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,000 Columbia Seligman Premium Technology Growth Fund shares in Q1 2021, an estimated $27K.
BDO Wealth Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $27K in Q4 2020.
51 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.