EFA
USA icon

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

Evernest Financial 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
2024
Q2 		– Sell
-14,044
Closed -$91.8K – 130
2024
Q1 		$91.8K Buy
+14,044
New +$93.9K 0.04% 124

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Evernest Financial Advisors's USA Position: Q2 2024 in Review

Evernest Financial Advisors sold out of Liberty All-Star Equity Fund (USA) in Q2 2024, closing a stake of 14,044 shares — an estimated $91.8K sold.

Evernest Financial Advisors first reported a position in USA in Q1 2024 and held it in 1 quarter. The position peaked at $91.8K in Q1 2024. 182 funds tracked by Wall St. Rank hold USA as of Q2 2024.

  • Evernest Financial Advisors reported no remaining Liberty All-Star Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 14,044 Liberty All-Star Equity Fund shares in Q2 2024, an estimated $91.8K.
  • Evernest Financial Advisors first reported a position in Liberty All-Star Equity Fund in Q1 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's Liberty All-Star Equity Fund position peaked at $91.8K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2024.

Based on Evernest Financial Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.