Gerber Kawasaki Wealth & Investment Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021 Q4	–	Sell	-1,092	Closed	-$36K	–	993
2021 Q3	$36K	Buy	+1,092	New	+$36.9K	﹤0.01%	368

Other funds holding STK

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's STK Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q4 2021, closing a stake of 1,092 shares — an estimated $36K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in STK in Q3 2021 and held it in 1 quarter. The position peaked at $36K in Q3 2021. 50 funds tracked by Wall St. Rank hold STK as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 1,092 Columbia Seligman Premium Technology Growth Fund shares in Q4 2021, an estimated $36K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's Columbia Seligman Premium Technology Growth Fund position peaked at $36K in Q3 2021.
50 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.