McElhenny Sheffield Capital Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

McElhenny Sheffield Capital 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
2023 Q1	–	Sell	-2,000	Closed	-$46.5K	–	551
2022 Q4	$46.5K	Buy	+2,000	New	+$50K	0.02%	190

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

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

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

AAM

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

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

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

McElhenny Sheffield Capital Management's STK Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2023, closing a stake of 2,000 shares — an estimated $46.5K sold.

McElhenny Sheffield Capital Management first reported a position in STK in Q4 2022 and held it in 1 quarter. The position peaked at $46.5K in Q4 2022. 47 funds tracked by Wall St. Rank hold STK as of Q1 2023.

McElhenny Sheffield Capital Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2023 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 2,000 Columbia Seligman Premium Technology Growth Fund shares in Q1 2023, an estimated $46.5K.
McElhenny Sheffield Capital Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2022 and held it in 1 quarter.
McElhenny Sheffield Capital Management's Columbia Seligman Premium Technology Growth Fund position peaked at $46.5K in Q4 2022.
47 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.