BSW
ASG

Buckingham Strategic Wealth’s Liberty All-Star Growth Fund ASG Stock Holding History

Buckingham Strategic Wealth’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,606
Closed -$95K – 603
2021
Q4 		$95K Hold
10,606
– – ﹤0.01% 582
2021
Q3 		$92K Hold
10,606
– – ﹤0.01% 579
2021
Q2 		$94K Buy
10,606
+225
+2% +$1.99K ﹤0.01% 578
2021
Q1 		$89K Buy
+10,381
New +$92K ﹤0.01% 534

Other funds holding ASG

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Buckingham Strategic Wealth's ASG Position: Q1 2022 in Review

Buckingham Strategic Wealth sold out of Liberty All-Star Growth Fund (ASG) in Q1 2022, closing a stake of 10,606 shares — an estimated $95K sold.

Buckingham Strategic Wealth first reported a position in ASG in Q1 2021 and held it in 4 quarters. The position peaked at $95K in Q4 2021. 61 funds tracked by Wall St. Rank hold ASG as of Q1 2022.

  • Buckingham Strategic Wealth reported no remaining Liberty All-Star Growth Fund position as of Q1 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,606 Liberty All-Star Growth Fund shares in Q1 2022, an estimated $95K.
  • Buckingham Strategic Wealth first reported a position in Liberty All-Star Growth Fund in Q1 2021 and held it in 4 quarters.
  • Buckingham Strategic Wealth's Liberty All-Star Growth Fund position peaked at $95K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2022, filed 10 May 2022.