LWM
STK

Liberty Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Liberty Wealth 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
2020
Q2 		– Sell
-19
Closed – – 977
2020
Q1 		$0 Buy
19
+1
+6% +$22 ﹤0.01% 985
2019
Q4 		$0 Buy
+18
New +$408 ﹤0.01% 961

Other funds holding STK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Liberty Wealth Management's STK Position: Q2 2020 in Review

Liberty Wealth Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2020, closing a stake of 19 shares.

Liberty Wealth Management first reported a position in STK in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 42 funds tracked by Wall St. Rank hold STK as of Q2 2020.

  • Liberty Wealth Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 19 Columbia Seligman Premium Technology Growth Fund shares in Q2 2020.
  • Liberty Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2019 and held it in 2 quarters.
  • Liberty Wealth Management's Columbia Seligman Premium Technology Growth Fund position peaked at $0 in Q1 2020.
  • 42 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.