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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return