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Astoria Portfolio Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Astoria Portfolio 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
2026
Q1 		$158K Sell
27,254
-6,224
-19% -$37.2K 0.03% 289
2025
Q4 		$199K Buy
33,478
+1,239
+4% +$7.71K 0.05% 281
2025
Q3 		$207K Sell
32,239
-657
-2% -$4.34K 0.05% 257
2025
Q2 		$218K Sell
32,896
-586
-2% -$3.81K 0.06% 232
2025
Q1 		$206K Buy
33,482
+777
+2% +$5.37K 0.07% 228
2024
Q4 		$228K Buy
32,705
+510
+2% +$3.67K 0.08% 194
2024
Q3 		$233K Buy
32,195
+1,677
+5% +$11.5K 0.08% 182
2024
Q2 		$208K Sell
30,518
-1,185
-4% -$8.06K 0.07% 179
2024
Q1 		$217K Sell
31,703
-5,304
-14% -$35.5K 0.08% 170
2023
Q4 		$244K Sell
37,007
-4,020
-10% -$24.4K 0.1% 156
2023
Q3 		$234K Sell
41,027
-24,854
-38% -$158K 0.11% 141
2023
Q2 		$438K Sell
65,881
-5,331
-7% -$32.6K 0.17% 109
2023
Q1 		$437K Sell
71,212
-7,927
-10% -$48.7K 0.18% 94
2022
Q4 		$473K Sell
79,139
-19,822
-20% -$118K 0.22% 84
2022
Q3 		$547K Buy
98,961
+6,383
+7% +$41.2K 0.37% 63
2022
Q2 		$581K Buy
92,578
+1,056
+1% +$7.32K 0.42% 55
2022
Q1 		$739K Buy
+91,522
New +$704K 0.58% 37

Other funds holding USA

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return