Envestnet Portfolio Solutions
STK

Envestnet Portfolio Solutions’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-6,921
Closed -$232K – 1792
2024
Q3 		$232K Hold
6,921
– – ﹤0.01% 1566
2024
Q2 		$230K Hold
6,921
– – ﹤0.01% 1520
2024
Q1 		$221K Buy
6,921
+60
+0.9% +$1.93K ﹤0.01% 1519
2023
Q4 		$217K Buy
+6,861
New +$198K ﹤0.01% 1461

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Portfolio Solutions's STK Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q4 2024, closing a stake of 6,921 shares — an estimated $232K sold.

Envestnet Portfolio Solutions first reported a position in STK in Q4 2023 and held it in 4 quarters. The position peaked at $232K in Q3 2024. 60 funds tracked by Wall St. Rank hold STK as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,921 Columbia Seligman Premium Technology Growth Fund shares in Q4 2024, an estimated $232K.
  • Envestnet Portfolio Solutions first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Columbia Seligman Premium Technology Growth Fund position peaked at $232K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.