FIA
STK

Foundations Investment Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Foundations Investment 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
2024
Q1 		– Sell
-7,692
Closed -$251K – 748
2023
Q4 		$251K Buy
7,692
+343
+5% +$9.9K 0.01% 595
2023
Q3 		$200K Sell
7,349
-9,024
-55% -$266K 0.01% 617
2023
Q2 		$502K Sell
16,373
-1,006
-6% -$28.3K 0.02% 360
2023
Q1 		$484K Sell
17,379
-27
-0.2% -$708 0.02% 327
2022
Q4 		$404K Sell
17,406
-400
-2% -$10K 0.02% 309
2022
Q3 		$413K Buy
17,806
+946
+6% +$26.6K 0.02% 282
2022
Q2 		$438K Hold
16,860
– – 0.02% 247
2022
Q1 		$493K Sell
16,860
-672
-4% -$21.9K 0.02% 194
2021
Q4 		$635K Buy
17,532
+752
+4% +$27.2K 0.02% 170
2021
Q3 		$546K Buy
16,780
+400
+2% +$13.5K 0.02% 166
2021
Q2 		$556K Buy
+16,380
New +$554K 0.03% 156

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

Foundations Investment Advisors's STK Position: Q1 2024 in Review

Foundations Investment Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2024, closing a stake of 7,692 shares — an estimated $251K sold.

Foundations Investment Advisors first reported a position in STK in Q2 2021 and held it in 11 quarters. The position peaked at $635K in Q4 2021. 56 funds tracked by Wall St. Rank hold STK as of Q1 2024.

  • Foundations Investment Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,692 Columbia Seligman Premium Technology Growth Fund shares in Q1 2024, an estimated $251K.
  • Foundations Investment Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2021 and held it in 11 quarters.
  • Foundations Investment Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $635K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.