Level Four Advisory Services’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Level Four Advisory Services’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
2022 Q3	–	Sell	-8,353	Closed	-$209K	–	582
2022 Q2	$209K	Hold	8,353	–	–	0.02%	513
2022 Q1	$268K	Hold	8,353	–	–	0.02%	535
2021 Q4	$309K	Buy	+8,353	New	+$302K	0.02%	505

Other funds holding STK

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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 $854M AUM 25.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Level Four Advisory Services's STK Position: Q3 2022 in Review

Level Four Advisory Services sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2022, closing a stake of 8,353 shares — an estimated $209K sold.

Level Four Advisory Services first reported a position in STK in Q4 2021 and held it in 3 quarters. The position peaked at $309K in Q4 2021. 43 funds tracked by Wall St. Rank hold STK as of Q3 2022.

Level Four Advisory Services reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2022 after selling out during the quarter.
Level Four Advisory Services sold 8,353 Columbia Seligman Premium Technology Growth Fund shares in Q3 2022, an estimated $209K.
Level Four Advisory Services first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2021 and held it in 3 quarters.
Level Four Advisory Services's Columbia Seligman Premium Technology Growth Fund position peaked at $309K in Q4 2021.
43 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2022.

Based on Level Four Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.