Avantax Advisory Services
ASG icon

Avantax Advisory Services’s Liberty All-Star Growth Fund ASG Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-13,389
Closed -$96K – 955
2020
Q3 		$96K Buy
+13,389
New +$96K ﹤0.01% 1306

Other funds holding ASG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avantax Advisory Services's ASG Position: Q4 2020 in Review

Avantax Advisory Services sold out of Liberty All-Star Growth Fund (ASG) in Q4 2020, closing a stake of 13,389 shares — an estimated $96K sold.

Avantax Advisory Services first reported a position in ASG in Q3 2020 and held it in 1 quarter. The position peaked at $96K in Q3 2020. 46 funds tracked by Wall St. Rank hold ASG as of Q4 2020.

  • Avantax Advisory Services reported no remaining Liberty All-Star Growth Fund position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 13,389 Liberty All-Star Growth Fund shares in Q4 2020, an estimated $96K.
  • Avantax Advisory Services first reported a position in Liberty All-Star Growth Fund in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Liberty All-Star Growth Fund position peaked at $96K in Q3 2020.
  • 46 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.