BRWA
USA icon

B. Riley Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

B. Riley Wealth 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
2024
Q3 		– Sell
-108,123
Closed -$735K – 1436
2024
Q2 		$735K Sell
108,123
-18,461
-15% -$126K 0.02% 652
2024
Q1 		$749K Buy
126,584
+159
+0.1% +$1.06K 0.02% 613
2023
Q4 		$826K Sell
126,425
-159
-0.1% -$967 0.02% 592
2023
Q3 		$749K Buy
126,584
+18,614
+17% +$118K 0.02% 613
2023
Q2 		$699K Sell
107,970
-149
-0.1% -$910 0.02% 710
2023
Q1 		$670K Buy
108,119
+8,713
+9% +$53.5K 0.02% 697
2022
Q4 		$581K Buy
99,406
+1,469
+1% +$8.78K 0.02% 732
2022
Q3 		$542K Buy
97,937
+3,331
+4% +$21.5K 0.02% 721
2022
Q2 		$595K Sell
94,606
-6,977
-7% -$48.4K 0.03% 587
2022
Q1 		$821K Sell
101,583
-9,745
-9% -$75K 0.03% 545
2021
Q4 		$933K Buy
111,328
+15,042
+16% +$127K 0.03% 548
2021
Q3 		$829K Buy
96,286
+9,142
+10% +$79.7K 0.03% 582
2021
Q2 		$788K Buy
87,144
+267
+0.3% +$2.24K 0.03% 594
2021
Q1 		$663K Buy
86,877
+12,293
+16% +$89.8K 0.02% 609
2020
Q4 		$515K Buy
+74,584
New +$479K 0.03% 534
2018
Q2 		– Sell
-11,586
Closed -$72K – 733
2018
Q1 		$72K Buy
+11,586
New +$73.6K 0.01% 643

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

B. Riley Wealth Advisors's USA Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Liberty All-Star Equity Fund (USA) in Q3 2024, closing a stake of 108,123 shares — an estimated $735K sold.

B. Riley Wealth Advisors first reported a position in USA in Q1 2018 and held it in 16 quarters. The position peaked at $933K in Q4 2021. 177 funds tracked by Wall St. Rank hold USA as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Liberty All-Star Equity Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 108,123 Liberty All-Star Equity Fund shares in Q3 2024, an estimated $735K.
  • B. Riley Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q1 2018 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Liberty All-Star Equity Fund position peaked at $933K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.