SIS
STK

Sound Income Strategies’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Sound Income Strategies’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
Q4 		– Sell
-113
Closed -$3.78K – 1544
2024
Q3 		$3.78K Buy
+113
New +$3.68K ﹤0.01% 1006

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sound Income Strategies's STK Position: Q4 2024 in Review

Sound Income Strategies sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q4 2024, closing a stake of 113 shares — an estimated $3.78K sold.

Sound Income Strategies first reported a position in STK in Q3 2024 and held it in 1 quarter. The position peaked at $3.78K in Q3 2024. 60 funds tracked by Wall St. Rank hold STK as of Q4 2024.

  • Sound Income Strategies reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Sound Income Strategies sold 113 Columbia Seligman Premium Technology Growth Fund shares in Q4 2024, an estimated $3.78K.
  • Sound Income Strategies first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2024 and held it in 1 quarter.
  • Sound Income Strategies's Columbia Seligman Premium Technology Growth Fund position peaked at $3.78K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.