OL
STK

Owen LaRue’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Owen LaRue’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
2024
Q3 		– Sell
-6,270
Closed -$209K – 103
2024
Q2 		$209K Sell
6,270
-1,013
-14% -$32.3K 0.13% 81
2024
Q1 		$232K Sell
7,283
-3,614
-33% -$116K 0.15% 82
2023
Q4 		$344K Sell
10,897
-209
-2% -$6.04K 0.33% 52
2023
Q3 		$302K Buy
11,106
+43
+0.4% +$1.27K 0.33% 54
2023
Q2 		$342K Sell
11,063
-66
-0.6% -$1.86K 0.36% 53
2023
Q1 		$259K Hold
11,129
– – 0.28% 56
2022
Q4 		$259K Buy
+11,129
New +$278K 0.28% 56

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Owen LaRue's STK Position: Q3 2024 in Review

Owen LaRue sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2024, closing a stake of 6,270 shares — an estimated $209K sold.

Owen LaRue first reported a position in STK in Q4 2022 and held it in 7 quarters. The position peaked at $344K in Q4 2023. 60 funds tracked by Wall St. Rank hold STK as of Q3 2024.

  • Owen LaRue reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Owen LaRue sold 6,270 Columbia Seligman Premium Technology Growth Fund shares in Q3 2024, an estimated $209K.
  • Owen LaRue first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2022 and held it in 7 quarters.
  • Owen LaRue's Columbia Seligman Premium Technology Growth Fund position peaked at $344K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2024.

Based on Owen LaRue's 13F filing for Q3 2024, filed 13 Nov 2024.