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

Formidable 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 Q4	–	Sell	-6,058	Closed	-$203K	–	394
2024 Q3	$203K	Hold	6,058	–	–	0.03%	346
2024 Q2	$202K	Buy	+6,058	New	+$193K	0.03%	368
2024 Q1	–	Sell	-6,548	Closed	-$207K	–	397
2023 Q4	$207K	Buy	+6,548	New	+$189K	0.04%	258
2023 Q3	–	Sell	-6,548	Closed	-$201K	–	309
2023 Q2	$201K	Buy	+6,548	New	+$184K	0.04%	264
2022 Q2	–	Sell	-7,672	Closed	-$246K	–	351
2022 Q1	$246K	Buy	+7,672	New	+$250K	0.05%	276
2021 Q4	–	Sell	-7,425	Closed	-$245K	–	349
2021 Q3	$245K	Hold	7,425	–	–	0.05%	300
2021 Q2	$246K	Sell	7,425 -1,018	-12%	-$34.4K	0.05%	263
2021 Q1	$268K	Hold	8,443	–	–	0.06%	231
2020 Q4	$227K	Buy	+8,443	New	+$207K	0.05%	236

Other funds holding STK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Formidable Asset Management's STK Position: Q4 2024 in Review

Formidable Asset Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q4 2024, closing a stake of 6,058 shares — an estimated $203K sold.

Formidable Asset Management first reported a position in STK in Q4 2020 and held it in 9 quarters. The position peaked at $268K in Q1 2021. 60 funds tracked by Wall St. Rank hold STK as of Q4 2024.

Formidable Asset Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q4 2024 after selling out during the quarter.
Formidable Asset Management sold 6,058 Columbia Seligman Premium Technology Growth Fund shares in Q4 2024, an estimated $203K.
Formidable Asset Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2020 and held it in 9 quarters.
Formidable Asset Management's Columbia Seligman Premium Technology Growth Fund position peaked at $268K in Q1 2021.
60 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2024.

Based on Formidable Asset Management's 13F filing for Q4 2024, filed 19 Feb 2025.