CMS
STK

Capital Market Strategies’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Capital Market Strategies’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
2025
Q2 		$320K Sell
10,526
-1,000
-9% -$28.2K 0.22% 92
2025
Q1 		$322K Hold
11,526
– – 0.22% 93
2024
Q4 		$368K Buy
11,526
+356
+3% +$11.9K 0.21% 102
2024
Q3 		$374K Buy
11,170
+78
+0.7% +$2.54K 0.23% 87
2024
Q2 		$369K Hold
11,092
– – 0.23% 87
2024
Q1 		$354K Hold
11,092
– – 0.27% 82
2023
Q4 		$351K Buy
11,092
+1,470
+15% +$42.4K 0.31% 78
2023
Q3 		$257K Sell
9,622
-167
-2% -$4.93K 0.26% 105
2023
Q2 		$300K Buy
+9,789
New +$276K 0.28% 94
2023
Q1 		– Sell
-10,934
Closed -$254K – 121
2022
Q4 		$254K Sell
10,934
-1,400
-11% -$35K 0.27% 103
2022
Q3 		$286K Buy
12,334
+250
+2% +$7.04K 0.32% 89
2022
Q2 		$303K Sell
12,084
-1,000
-8% -$28.2K 0.32% 92
2022
Q1 		$420K Buy
13,084
+100
+0.8% +$3.26K 0.36% 76
2021
Q4 		$481K Buy
+12,984
New +$469K 0.4% 67

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return