EWA
STK

EP Wealth Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-6,941
Closed -$222K – 1366
2024
Q4 		$222K Sell
6,941
-1,450
-17% -$48.4K ﹤0.01% 1023
2024
Q3 		$281K Sell
8,391
-1,029
-11% -$33.5K ﹤0.01% 885
2024
Q2 		$314K Buy
9,420
+1,029
+12% +$32.8K ﹤0.01% 643
2024
Q1 		$267K Buy
+8,391
New +$270K ﹤0.01% 665

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's STK Position: Q1 2025 in Review

EP Wealth Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2025, closing a stake of 6,941 shares — an estimated $222K sold.

EP Wealth Advisors first reported a position in STK in Q1 2024 and held it in 4 quarters. The position peaked at $314K in Q2 2024. 58 funds tracked by Wall St. Rank hold STK as of Q1 2025.

  • EP Wealth Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 6,941 Columbia Seligman Premium Technology Growth Fund shares in Q1 2025, an estimated $222K.
  • EP Wealth Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $314K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.