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Baker Tilly Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Baker Tilly Wealth Management’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
Q2 		– Sell
-16,830
Closed -$136K – 532
2022
Q1 		$136K Hold
16,830
– – 0.02% 507
2021
Q4 		$141K Hold
16,830
– – 0.02% 519
2021
Q3 		$145K Hold
16,830
– – 0.02% 496
2021
Q2 		$152K Hold
16,830
– – 0.02% 487
2021
Q1 		$128K Hold
16,830
– – 0.03% 457
2020
Q4 		$116K Buy
+16,830
New +$108K 0.04% 331

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Baker Tilly Wealth Management's USA Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q2 2022, closing a stake of 16,830 shares — an estimated $136K sold.

Baker Tilly Wealth Management first reported a position in USA in Q4 2020 and held it in 6 quarters. The position peaked at $152K in Q2 2021. 165 funds tracked by Wall St. Rank hold USA as of Q2 2022.

  • Baker Tilly Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q2 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 16,830 Liberty All-Star Equity Fund shares in Q2 2022, an estimated $136K.
  • Baker Tilly Wealth Management first reported a position in Liberty All-Star Equity Fund in Q4 2020 and held it in 6 quarters.
  • Baker Tilly Wealth Management's Liberty All-Star Equity Fund position peaked at $152K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.