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Ahrens Investment Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Ahrens Investment Partners’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,500
Closed -$13K – 1125
2021
Q4 		$13K Buy
+1,500
New +$12.7K 0.01% 685

Other funds holding USA

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ahrens Investment Partners's USA Position: Q1 2022 in Review

Ahrens Investment Partners sold out of Liberty All-Star Equity Fund (USA) in Q1 2022, closing a stake of 1,500 shares — an estimated $13K sold.

Ahrens Investment Partners first reported a position in USA in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 170 funds tracked by Wall St. Rank hold USA as of Q1 2022.

  • Ahrens Investment Partners reported no remaining Liberty All-Star Equity Fund position as of Q1 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 1,500 Liberty All-Star Equity Fund shares in Q1 2022, an estimated $13K.
  • Ahrens Investment Partners first reported a position in Liberty All-Star Equity Fund in Q4 2021 and held it in 1 quarter.
  • Ahrens Investment Partners's Liberty All-Star Equity Fund position peaked at $13K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2022.

Based on Ahrens Investment Partners's 13F filing for Q1 2022, filed 28 Apr 2022.