Sugarloaf Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Sugarloaf Wealth Management’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 Q2	–	Sell	-1,709	Closed	-$47.6K	–	711
2023 Q1	$47.6K	Buy	1,709 +101	+6%	+$2.65K	0.01%	297
2022 Q4	$37.4K	Buy	1,608 +27	+2%	+$675	0.01%	327
2022 Q3	$37K	Buy	1,581 +24	+2%	+$676	0.01%	335
2022 Q2	$39K	Buy	1,557 +27	+2%	+$761	0.01%	323
2022 Q1	$49K	Buy	1,530 +73	+5%	+$2.38K	0.01%	282
2021 Q4	$54K	Buy	1,457 +17	+1%	+$614	0.01%	283
2021 Q3	$47K	Sell	1,440 -323	-18%	-$10.9K	0.01%	276
2021 Q2	$63K	Sell	1,763 -1,713	-49%	-$57.9K	0.02%	247
2021 Q1	$109	Buy	+3,476	New	+$103K	0.03%	177

Other funds holding STK

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACP

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

Sugarloaf Wealth Management's STK Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2023, closing a stake of 1,709 shares — an estimated $47.6K sold.

Sugarloaf Wealth Management first reported a position in STK in Q1 2021 and held it in 9 quarters. The position peaked at $63K in Q2 2021. 51 funds tracked by Wall St. Rank hold STK as of Q2 2023.

Sugarloaf Wealth Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,709 Columbia Seligman Premium Technology Growth Fund shares in Q2 2023, an estimated $47.6K.
Sugarloaf Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2021 and held it in 9 quarters.
Sugarloaf Wealth Management's Columbia Seligman Premium Technology Growth Fund position peaked at $63K in Q2 2021.
51 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.