Belpointe Asset Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-839	Closed	-$23.3K	–	3028
2023 Q1	$23.3K	Sell	839 -870	-51%	-$22.8K	﹤0.01%	2223
2022 Q4	$39.7K	Sell	1,709 -2,897	-63%	-$72.5K	﹤0.01%	1743
2022 Q3	$107K	Buy	+4,606	New	+$130K	0.01%	1127

Other funds holding STK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Belpointe Asset Management's STK Position: Q2 2023 in Review

Belpointe Asset Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2023, closing a stake of 839 shares — an estimated $23.3K sold.

Belpointe Asset Management first reported a position in STK in Q3 2022 and held it in 3 quarters. The position peaked at $107K in Q3 2022. 51 funds tracked by Wall St. Rank hold STK as of Q2 2023.

Belpointe Asset Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 839 Columbia Seligman Premium Technology Growth Fund shares in Q2 2023, an estimated $23.3K.
Belpointe Asset Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2022 and held it in 3 quarters.
Belpointe Asset Management's Columbia Seligman Premium Technology Growth Fund position peaked at $107K in Q3 2022.
51 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.