CWA Asset Management Group’s Liberty All-Star Equity Fund USA Stock Holding History

CWA Asset Management Group’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	$89.9K	Buy	+12,572	New	+$84.1K	0.01%	523

Other funds holding USA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

CWA Asset Management Group's USA Position: Q1 2024 in Review

CWA Asset Management Group opened a new position in Liberty All-Star Equity Fund (USA) in Q1 2024: 12,572 shares worth $89.9K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings.

181 funds tracked by Wall St. Rank hold USA as of Q1 2024.

CWA Asset Management Group held 12,572 shares of Liberty All-Star Equity Fund worth $89.9K as of Q1 2024.
Liberty All-Star Equity Fund was a new CWA Asset Management Group position in Q1 2024.
Liberty All-Star Equity Fund made up 0.01% of CWA Asset Management Group's portfolio in Q1 2024, its #523 holding.
181 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2024.

Based on CWA Asset Management Group's 13F filing for Q1 2024, filed 13 May 2024.