Carson Wealth (CWM LLC)
STK

Carson Wealth (CWM LLC)’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-2,370
Closed -$88K – 3857
2021
Q4 		$88K Buy
+2,370
New +$85.6K ﹤0.01% 1341

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STK Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2022, closing a stake of 2,370 shares — an estimated $88K sold.

Carson Wealth (CWM LLC) first reported a position in STK in Q4 2021 and held it in 1 quarter. The position peaked at $88K in Q4 2021. 55 funds tracked by Wall St. Rank hold STK as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,370 Columbia Seligman Premium Technology Growth Fund shares in Q1 2022, an estimated $88K.
  • Carson Wealth (CWM LLC) first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2021 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Columbia Seligman Premium Technology Growth Fund position peaked at $88K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.