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Buckingham Strategic Wealth’s Liberty All-Star Equity Fund USA Stock Holding History

Buckingham Strategic Wealth’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
2024
Q1 		– Sell
-21,787
Closed -$139K – 794
2023
Q4 		$139K Sell
21,787
-2,315
-10% -$14.1K ﹤0.01% 688
2023
Q3 		$143K Buy
24,102
+2,315
+11% +$14.7K ﹤0.01% 649
2023
Q2 		$141K Sell
21,787
-2,950
-12% -$18K ﹤0.01% 653
2023
Q1 		$141K Hold
24,737
– – ﹤0.01% 578
2022
Q4 		$141K Sell
24,737
-6,216
-20% -$37.2K ﹤0.01% 580
2022
Q3 		$171K Hold
30,953
– – ﹤0.01% 557
2022
Q2 		$194K Hold
30,953
– – ﹤0.01% 563
2022
Q1 		$250K Sell
30,953
-200
-0.6% -$1.54K ﹤0.01% 516
2021
Q4 		$261K Hold
31,153
– – 0.01% 506
2021
Q3 		$268K Buy
31,153
+1,781
+6% +$15.5K 0.01% 487
2021
Q2 		$266K Buy
29,372
+534
+2% +$4.48K 0.01% 487
2021
Q1 		$220K Hold
28,838
– – 0.01% 498
2020
Q4 		$199K Hold
28,838
– – 0.01% 511
2020
Q3 		$173K Hold
28,838
– – 0.01% 454
2020
Q2 		$165K Hold
28,838
– – 0.02% 384
2020
Q1 		$140K Sell
28,838
-12,353
-30% -$76.3K 0.01% 435
2019
Q4 		$279K Buy
41,191
+21,131
+105% +$138K 0.03% 375
2019
Q3 		$128K Sell
20,060
-19,925
-50% -$126K 0.01% 415
2019
Q2 		$257K Buy
+39,985
New +$250K 0.03% 369

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Buckingham Strategic Wealth's USA Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of Liberty All-Star Equity Fund (USA) in Q1 2024, closing a stake of 21,787 shares — an estimated $139K sold.

Buckingham Strategic Wealth first reported a position in USA in Q2 2019 and held it in 19 quarters. The position peaked at $279K in Q4 2019. 181 funds tracked by Wall St. Rank hold USA as of Q1 2024.

  • Buckingham Strategic Wealth reported no remaining Liberty All-Star Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 21,787 Liberty All-Star Equity Fund shares in Q1 2024, an estimated $139K.
  • Buckingham Strategic Wealth first reported a position in Liberty All-Star Equity Fund in Q2 2019 and held it in 19 quarters.
  • Buckingham Strategic Wealth's Liberty All-Star Equity Fund position peaked at $279K in Q4 2019.
  • 181 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.