BHPW
STK

Beverly Hills Private Wealth’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Beverly Hills Private Wealth’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
Q1 		– Sell
-11,800
Closed -$373K – 382
2023
Q4 		$373K Buy
+11,800
New +$341K 0.1% 219

Other funds holding STK

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Royal Bank of Canada
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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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beverly Hills Private Wealth's STK Position: Q1 2024 in Review

Beverly Hills Private Wealth sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2024, closing a stake of 11,800 shares — an estimated $373K sold.

Beverly Hills Private Wealth first reported a position in STK in Q4 2023 and held it in 1 quarter. The position peaked at $373K in Q4 2023. 56 funds tracked by Wall St. Rank hold STK as of Q1 2024.

  • Beverly Hills Private Wealth reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 11,800 Columbia Seligman Premium Technology Growth Fund shares in Q1 2024, an estimated $373K.
  • Beverly Hills Private Wealth first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Columbia Seligman Premium Technology Growth Fund position peaked at $373K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.