CA
USA icon

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

Clearstead 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
2025
Q3 		– Sell
-1,028
Closed -$7K – 3256
2025
Q2 		$7K Hold
1,028
– – ﹤0.01% 2009
2025
Q1 		$6.73K Hold
1,028
– – ﹤0.01% 1697
2024
Q4 		$7.14K Hold
1,028
– – ﹤0.01% 1656
2024
Q3 		$7.3K Hold
1,028
– – ﹤0.01% 1643
2024
Q2 		$6.99K Buy
+1,028
New +$6.99K ﹤0.01% 1620
2021
Q1 		– Sell
-5,000
Closed -$35K – 1186
2020
Q4 		$35K Buy
+5,000
New +$32.1K ﹤0.01% 560

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return