Newbridge Financial Services Group’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Newbridge Financial Services Group’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
2021 Q3	–	Sell	-757	Closed	-$27K	–	1595
2021 Q2	$27K	Hold	757	–	–	0.02%	685
2021 Q1	$24K	Hold	757	–	–	0.02%	646
2020 Q4	$21K	Sell	757 -344	-31%	-$8.42K	0.02%	529
2020 Q3	$24K	Buy	+1,101	New	+$24.6K	0.02%	462

Other funds holding STK

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

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

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

ACP

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

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

Newbridge Financial Services Group's STK Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2021, closing a stake of 757 shares — an estimated $27K sold.

Newbridge Financial Services Group first reported a position in STK in Q3 2020 and held it in 4 quarters. The position peaked at $27K in Q2 2021. 53 funds tracked by Wall St. Rank hold STK as of Q3 2021.

Newbridge Financial Services Group reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 757 Columbia Seligman Premium Technology Growth Fund shares in Q3 2021, an estimated $27K.
Newbridge Financial Services Group first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's Columbia Seligman Premium Technology Growth Fund position peaked at $27K in Q2 2021.
53 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.