Certified Advisory Corp’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-235	Closed	-$7K	–	658
2021 Q1	$7K	Buy	+235	New	+$6.95K	﹤0.01%	645
2020 Q2	$5K	Buy	223 +5	+2%	+$103	﹤0.01%	637
2020 Q1	$4K	Buy	218 +4	+2%	+$89	﹤0.01%	645
2019 Q4	$5K	Buy	214 +4	+2%	+$91	﹤0.01%	662
2019 Q3	$4K	Buy	210 +5	+2%	+$105	﹤0.01%	693
2019 Q2	$4K	Buy	205 +4	+2%	+$83	﹤0.01%	709
2019 Q1	$4K	Sell	201 -115	-36%	-$2.22K	﹤0.01%	657
2018 Q4	$5K	Sell	316 -14,865	-98%	-$282K	﹤0.01%	634
2018 Q3	$325K	Buy	15,181 +195	+1%	+$4.23K	0.15%	114
2018 Q2	$323K	Sell	14,986 -512	-3%	-$11.4K	0.18%	110
2018 Q1	$340K	Buy	15,498 +17	+0.1%	+$383	0.2%	108
2017 Q4	$344K	Buy	+15,481	New	+$356K	0.25%	83

Other funds holding STK

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CAN

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Certified Advisory Corp's STK Position: Q2 2021 in Review

Certified Advisory Corp sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2021, closing a stake of 235 shares — an estimated $7K sold.

Certified Advisory Corp first reported a position in STK in Q4 2017 and held it in 12 quarters. The position peaked at $344K in Q4 2017. 52 funds tracked by Wall St. Rank hold STK as of Q2 2021.

Certified Advisory Corp reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 235 Columbia Seligman Premium Technology Growth Fund shares in Q2 2021, an estimated $7K.
Certified Advisory Corp first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Columbia Seligman Premium Technology Growth Fund position peaked at $344K in Q4 2017.
52 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.