BDO Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

BDO 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
2023 Q2	$32.4K	Hold	5,000	–	–	﹤0.01%	499
2023 Q1	$31K	Hold	5,000	–	–	﹤0.01%	505
2022 Q4	$28.5K	Hold	5,000	–	–	﹤0.01%	509
2022 Q3	$28K	Hold	5,000	–	–	﹤0.01%	508
2022 Q2	$31K	Hold	5,000	–	–	﹤0.01%	488
2022 Q1	$40K	Hold	5,000	–	–	﹤0.01%	474
2021 Q4	$42K	Hold	5,000	–	–	﹤0.01%	475
2021 Q3	$43K	Hold	5,000	–	–	﹤0.01%	473
2021 Q2	$45K	Sell	5,000 -1,300	-21%	-$10.9K	0.01%	477
2021 Q1	$48K	Buy	+6,300	New	+$46K	0.01%	460

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BDO Wealth Advisors's USA Position: Q2 2023 in Review

BDO Wealth Advisors held its Liberty All-Star Equity Fund (USA) position steady in Q2 2023 at 5,000 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

BDO Wealth Advisors first reported a position in USA in Q1 2021 and has held it in 10 quarters since. The position peaked at $48K in Q1 2021. 166 funds tracked by Wall St. Rank hold USA as of Q2 2023.

BDO Wealth Advisors held 5,000 shares of Liberty All-Star Equity Fund worth $32.4K as of Q2 2023.
BDO Wealth Advisors left its Liberty All-Star Equity Fund share count unchanged in Q2 2023.
Liberty All-Star Equity Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #499 holding.
BDO Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Liberty All-Star Equity Fund position peaked at $48K in Q1 2021.
166 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.