American Portfolios Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

American Portfolios Advisors’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 Q3	$316K	Sell	57,085 -5,105	-8%	-$33K	0.01%	827
2022 Q2	$391K	Buy	62,190 +2,818	+5%	+$19.5K	0.02%	759
2022 Q1	$480K	Buy	59,372 +8,130	+16%	+$62.6K	0.02%	753
2021 Q4	$429K	Sell	51,242 -26,168	-34%	-$221K	0.01%	809
2021 Q3	$666K	Sell	77,410 -15,236	-16%	-$133K	0.03%	588
2021 Q2	$838K	Buy	92,646 +91,324	+6,908%	+$767K	0.03%	515
2021 Q1	$10.1K	Buy	+1,322	New	+$9.66K	﹤0.01%	2375
2019 Q2	–	Sell	-32	Closed	-$196	–	2793
2019 Q1	$196	Hold	32	–	–	﹤0.01%	2567
2018 Q4	$172	Buy	+32	New	+$190	﹤0.01%	2354
2018 Q1	–	Sell	-1,023	Closed	-$6.45K	–	2397
2017 Q4	$6.45K	Buy	+1,023	New	+$6.28K	﹤0.01%	1740

Other funds holding USA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

American Portfolios Advisors's USA Position: Q3 2022 in Review

American Portfolios Advisors reduced its Liberty All-Star Equity Fund (USA) stake by 8.2% in Q3 2022, selling an estimated $33K and leaving 57,085 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #827.

American Portfolios Advisors first reported a position in USA in Q4 2017 and has held it in 10 quarters since. The position peaked at $838K in Q2 2021. 161 funds tracked by Wall St. Rank hold USA as of Q3 2022.

American Portfolios Advisors held 57,085 shares of Liberty All-Star Equity Fund worth $316K as of Q3 2022.
American Portfolios Advisors sold 5,105 Liberty All-Star Equity Fund shares in Q3 2022, an estimated $33K.
Liberty All-Star Equity Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #827 holding.
American Portfolios Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2017 and has held it in 10 quarters since.
American Portfolios Advisors's Liberty All-Star Equity Fund position peaked at $838K in Q2 2021.
161 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.