RFA
STK

Register Financial Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Register Financial Advisors’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
-2,874
Closed -$95.7K – 636
2024
Q2 		$95.7K Buy
2,874
+41
+1% +$1.3K 0.05% 270
2024
Q1 		$90.3K Buy
+2,833
New +$91.1K 0.05% 278

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

Register Financial Advisors's STK Position: Q3 2024 in Review

Register Financial Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2024, closing a stake of 2,874 shares — an estimated $95.7K sold.

Register Financial Advisors first reported a position in STK in Q1 2024 and held it in 2 quarters. The position peaked at $95.7K in Q2 2024. 60 funds tracked by Wall St. Rank hold STK as of Q3 2024.

  • Register Financial Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 2,874 Columbia Seligman Premium Technology Growth Fund shares in Q3 2024, an estimated $95.7K.
  • Register Financial Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2024 and held it in 2 quarters.
  • Register Financial Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $95.7K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.