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Destiny Wealth Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Destiny Wealth Partners’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
2022
Q4 		– Sell
-10,000
Closed -$55K – 713
2022
Q3 		$55K Buy
+10,000
New +$64.6K 0.01% 269
2021
Q1 		– Sell
-902
Closed -$6K – 574
2020
Q4 		$6K Buy
+902
New +$5.79K ﹤0.01% 445

Other funds holding USA

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
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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Destiny Wealth Partners's USA Position: Q4 2022 in Review

Destiny Wealth Partners sold out of Liberty All-Star Equity Fund (USA) in Q4 2022, closing a stake of 10,000 shares — an estimated $55K sold.

Destiny Wealth Partners first reported a position in USA in Q4 2020 and held it in 2 quarters. The position peaked at $55K in Q3 2022. 172 funds tracked by Wall St. Rank hold USA as of Q4 2022.

  • Destiny Wealth Partners reported no remaining Liberty All-Star Equity Fund position as of Q4 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 10,000 Liberty All-Star Equity Fund shares in Q4 2022, an estimated $55K.
  • Destiny Wealth Partners first reported a position in Liberty All-Star Equity Fund in Q4 2020 and held it in 2 quarters.
  • Destiny Wealth Partners's Liberty All-Star Equity Fund position peaked at $55K in Q3 2022.
  • 172 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.