IPW
STK

Impact Partnership Wealth’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-538
Closed -$16.5K – 1193
2023
Q2 		$16.5K Buy
+538
New +$15.1K 0.01% 369

Other funds holding STK

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Impact Partnership Wealth's STK Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2023, closing a stake of 538 shares — an estimated $16.5K sold.

Impact Partnership Wealth first reported a position in STK in Q2 2023 and held it in 1 quarter. The position peaked at $16.5K in Q2 2023. 54 funds tracked by Wall St. Rank hold STK as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 538 Columbia Seligman Premium Technology Growth Fund shares in Q3 2023, an estimated $16.5K.
  • Impact Partnership Wealth first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Columbia Seligman Premium Technology Growth Fund position peaked at $16.5K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.