Atria Wealth Solutions’s Liberty All-Star Growth Fund ASG Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$254K	Sell	46,331 -1,282	-3%	-$6.49K	0.01%	1248
2025 Q1	$233K	Buy	47,613 +3,007	+7%	+$16.3K	﹤0.01%	1630
2024 Q4	$258K	Sell	44,606 -19,214	-30%	-$111K	﹤0.01%	1650
2024 Q3	$358K	Sell	63,820 -13,669	-18%	-$73.7K	﹤0.01%	1404
2024 Q2	$414K	Buy	77,489 +29,825	+63%	+$156K	﹤0.01%	1325
2024 Q1	$262K	Sell	47,664 -369	-0.8%	-$1.97K	﹤0.01%	1648
2023 Q4	$258K	Buy	48,033 +12,368	+35%	+$61.1K	﹤0.01%	1607
2023 Q3	$176K	Sell	35,665 -3,800	-10%	-$20K	﹤0.01%	1729
2023 Q2	$214K	Sell	39,465 -19,579	-33%	-$101K	﹤0.01%	1651
2023 Q1	$312K	Buy	59,044 +1,507	+3%	+$7.86K	﹤0.01%	1390
2022 Q4	$290K	Sell	57,537 -6,578	-10%	-$34K	﹤0.01%	1383
2022 Q3	$317K	Buy	64,115 +44,744	+231%	+$265K	0.01%	1265
2022 Q2	$113K	Sell	19,371 -59,721	-76%	-$373K	﹤0.01%	1515
2022 Q1	$597K	Buy	+79,092	New	+$577K	0.01%	971

Other funds holding ASG

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return

Atria Wealth Solutions's ASG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Liberty All-Star Growth Fund (ASG) stake by 2.7% in Q2 2025, selling an estimated $6.49K and leaving 46,331 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #1248.

Atria Wealth Solutions first reported a position in ASG in Q1 2022 and has held it in 14 quarters since. The position peaked at $597K in Q1 2022. 72 funds tracked by Wall St. Rank hold ASG as of Q2 2025.

Atria Wealth Solutions held 46,331 shares of Liberty All-Star Growth Fund worth $254K as of Q2 2025.
Atria Wealth Solutions sold 1,282 Liberty All-Star Growth Fund shares in Q2 2025, an estimated $6.49K.
Liberty All-Star Growth Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1248 holding.
Atria Wealth Solutions first reported a position in Liberty All-Star Growth Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Liberty All-Star Growth Fund position peaked at $597K in Q1 2022.
72 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.