MCC
STK

Money Concepts Capital’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Money Concepts Capital’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
-185
Closed -$4.3K – 2587
2022
Q4 		$4.3K Buy
+185
New +$4.63K ﹤0.01% 2418
2022
Q2 		– Sell
-185
Closed -$6K – 2493
2022
Q1 		$6K Buy
+185
New +$6.03K ﹤0.01% 2158

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
Invesco
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's STK Position: Q1 2023 in Review

Money Concepts Capital sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2023, closing a stake of 185 shares — an estimated $4.3K sold.

Money Concepts Capital first reported a position in STK in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 47 funds tracked by Wall St. Rank hold STK as of Q1 2023.

  • Money Concepts Capital reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 185 Columbia Seligman Premium Technology Growth Fund shares in Q1 2023, an estimated $4.3K.
  • Money Concepts Capital first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Columbia Seligman Premium Technology Growth Fund position peaked at $6K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.