CAM
STK

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

Creekmur 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
2024
Q1 		– Sell
-114
Closed -$3.6K – 908
2023
Q4 		$3.6K Buy
+114
New +$3.29K ﹤0.01% 633

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $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

Creekmur Asset Management's STK Position: Q1 2024 in Review

Creekmur Asset Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2024, closing a stake of 114 shares — an estimated $3.6K sold.

Creekmur Asset Management first reported a position in STK in Q4 2023 and held it in 1 quarter. The position peaked at $3.6K in Q4 2023. 56 funds tracked by Wall St. Rank hold STK as of Q1 2024.

  • Creekmur Asset Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 114 Columbia Seligman Premium Technology Growth Fund shares in Q1 2024, an estimated $3.6K.
  • Creekmur Asset Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2023 and held it in 1 quarter.
  • Creekmur Asset Management's Columbia Seligman Premium Technology Growth Fund position peaked at $3.6K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.