1IA
ASG

1620 Investment Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

1620 Investment Advisors’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,880
Closed -$9.96K – 661
2025
Q4 		$9.96K Sell
1,880
-1,800
-49% -$9.75K 0.01% 465
2025
Q3 		$20.4K Buy
+3,680
New +$20.3K 0.01% 384

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

1620 Investment Advisors's ASG Position: Q1 2026 in Review

1620 Investment Advisors sold out of Liberty All-Star Growth Fund (ASG) in Q1 2026, closing a stake of 1,880 shares — an estimated $9.96K sold.

1620 Investment Advisors first reported a position in ASG in Q3 2025 and held it in 2 quarters. The position peaked at $20.4K in Q3 2025. 74 funds tracked by Wall St. Rank hold ASG as of Q1 2026.

  • 1620 Investment Advisors reported no remaining Liberty All-Star Growth Fund position as of Q1 2026 after selling out during the quarter.
  • 1620 Investment Advisors sold 1,880 Liberty All-Star Growth Fund shares in Q1 2026, an estimated $9.96K.
  • 1620 Investment Advisors first reported a position in Liberty All-Star Growth Fund in Q3 2025 and held it in 2 quarters.
  • 1620 Investment Advisors's Liberty All-Star Growth Fund position peaked at $20.4K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2026.

Based on 1620 Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.