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CBIZ Investment Advisory Services’s Liberty All-Star Equity Fund USA Stock Holding History

CBIZ Investment Advisory Services’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
Q3 		– Sell
-61
Closed -$415 – 434
2024
Q2 		$415 Sell
61
-1,133
-95% -$7.71K ﹤0.01% 387
2024
Q1 		$8.54K Buy
+1,194
New +$7.99K ﹤0.01% 260

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

CBIZ Investment Advisory Services's USA Position: Q3 2024 in Review

CBIZ Investment Advisory Services sold out of Liberty All-Star Equity Fund (USA) in Q3 2024, closing a stake of 61 shares — an estimated $415 sold.

CBIZ Investment Advisory Services first reported a position in USA in Q1 2024 and held it in 2 quarters. The position peaked at $8.54K in Q1 2024. 176 funds tracked by Wall St. Rank hold USA as of Q3 2024.

  • CBIZ Investment Advisory Services reported no remaining Liberty All-Star Equity Fund position as of Q3 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 61 Liberty All-Star Equity Fund shares in Q3 2024, an estimated $415.
  • CBIZ Investment Advisory Services first reported a position in Liberty All-Star Equity Fund in Q1 2024 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's Liberty All-Star Equity Fund position peaked at $8.54K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.