AIFAIM
ASG

American Institute for Advanced Investment Management’s Liberty All-Star Growth Fund ASG Stock Holding History

American Institute for Advanced Investment Management’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
2023
Q3 		– Sell
-10,626
Closed -$57.5K – 116
2023
Q2 		$57.5K Buy
10,626
+226
+2% +$1.17K 0.05% 117
2023
Q1 		$54.9K Buy
+10,400
New +$54.2K 0.06% 100

Other funds holding ASG

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Institute for Advanced Investment Management's ASG Position: Q3 2023 in Review

American Institute for Advanced Investment Management sold out of Liberty All-Star Growth Fund (ASG) in Q3 2023, closing a stake of 10,626 shares — an estimated $57.5K sold.

American Institute for Advanced Investment Management first reported a position in ASG in Q1 2023 and held it in 2 quarters. The position peaked at $57.5K in Q2 2023. 66 funds tracked by Wall St. Rank hold ASG as of Q3 2023.

  • American Institute for Advanced Investment Management reported no remaining Liberty All-Star Growth Fund position as of Q3 2023 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 10,626 Liberty All-Star Growth Fund shares in Q3 2023, an estimated $57.5K.
  • American Institute for Advanced Investment Management first reported a position in Liberty All-Star Growth Fund in Q1 2023 and held it in 2 quarters.
  • American Institute for Advanced Investment Management's Liberty All-Star Growth Fund position peaked at $57.5K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q3 2023.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2023, filed 31 Oct 2023.