Bedel Financial Consulting’s Liberty All-Star Equity Fund USA Stock Holding History

Bedel Financial Consulting’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	-108	Closed	-$1K	–	865
2022 Q1	$1K	Hold	108	–	–	﹤0.01%	947
2021 Q4	$1K	Hold	108	–	–	﹤0.01%	979
2021 Q3	$1K	Buy	108 +8	+8%	+$70	﹤0.01%	961
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	946
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	912
2020 Q4	$1K	Hold	100	–	–	﹤0.01%	814
2020 Q3	$1K	Buy	+100	New	+$598	﹤0.01%	792

Other funds holding USA

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bedel Financial Consulting's USA Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Liberty All-Star Equity Fund (USA) in Q2 2022, closing a stake of 108 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in USA in Q3 2020 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 165 funds tracked by Wall St. Rank hold USA as of Q2 2022.

Bedel Financial Consulting reported no remaining Liberty All-Star Equity Fund position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 108 Liberty All-Star Equity Fund shares in Q2 2022, an estimated $1K.
Bedel Financial Consulting first reported a position in Liberty All-Star Equity Fund in Q3 2020 and held it in 7 quarters.
Bedel Financial Consulting's Liberty All-Star Equity Fund position peaked at $1K in Q1 2022.
165 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.