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D'Orazio & Associates’s Liberty All-Star Equity Fund USA Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-1,200
Closed -$10K – 673
2021
Q3 		$10K Buy
+1,200
New +$10.5K ﹤0.01% 536

Other funds holding USA

YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

D'Orazio & Associates's USA Position: Q4 2021 in Review

D'Orazio & Associates sold out of Liberty All-Star Equity Fund (USA) in Q4 2021, closing a stake of 1,200 shares — an estimated $10K sold.

D'Orazio & Associates first reported a position in USA in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 171 funds tracked by Wall St. Rank hold USA as of Q4 2021.

  • D'Orazio & Associates reported no remaining Liberty All-Star Equity Fund position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 1,200 Liberty All-Star Equity Fund shares in Q4 2021, an estimated $10K.
  • D'Orazio & Associates first reported a position in Liberty All-Star Equity Fund in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's Liberty All-Star Equity Fund position peaked at $10K in Q3 2021.
  • 171 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.