Fidelity Investments
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Fidelity Investments’s Liberty All-Star Equity Fund USA Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-500
Closed -$3.48K – 5693
2024
Q4 		$3.48K Buy
500
+498
+24,900% +$3.58K ﹤0.01% 4726
2024
Q3 		$14 Hold
2
– – ﹤0.01% 5403
2024
Q2 		$14 Sell
2
-17,623
-100% -$120K ﹤0.01% 5247
2024
Q1 		$126K Buy
17,625
+17,623
+881,150% +$118K ﹤0.01% 3194
2023
Q4 		$13 Hold
2
– – ﹤0.01% 5283
2023
Q3 		$12 Sell
2
-7
-78% -$44 ﹤0.01% 5163
2023
Q2 		$58 Buy
9
+7
+350% +$43 ﹤0.01% 5006
2023
Q1 		$12 Buy
2
+1
+100% +$6 ﹤0.01% 5163
2022
Q4 		$6 Sell
1
-2
-67% -$12 ﹤0.01% 5284
2022
Q3 		$0 Buy
3
+2
+200% +$13 ﹤0.01% 5420
2022
Q2 		$0 Sell
1
-2
-67% -$14 ﹤0.01% 5498
2022
Q1 		$0 Buy
3
+2
+200% +$15 ﹤0.01% 5500
2021
Q4 		$0 Sell
1
-2
-67% -$17 ﹤0.01% 4951
2021
Q3 		$0 Buy
3
+1
+50% +$9 ﹤0.01% 5060
2021
Q2 		$0 Buy
+2
New +$17 ﹤0.01% 4902
2020
Q3 		– Sell
-2
Closed – – 4019
2020
Q2 		$0 Buy
+2
New +$11 ﹤0.01% 4190
2020
Q1 		– Sell
-1
Closed – – 4283
2019
Q4 		$0 Sell
1
-1
-50% -$7 ﹤0.01% 4286
2019
Q3 		$0 Buy
+2
New +$13 ﹤0.01% 4244
2019
Q2 		– Sell
-2
Closed – – 4194
2019
Q1 		$0 Buy
+2
New +$12 ﹤0.01% 4228

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Fidelity Investments's USA Position: Q1 2025 in Review

Fidelity Investments sold out of Liberty All-Star Equity Fund (USA) in Q1 2025, closing a stake of 500 shares — an estimated $3.48K sold.

Fidelity Investments first reported a position in USA in Q1 2019 and held it in 19 quarters. The position peaked at $126K in Q1 2024. 190 funds tracked by Wall St. Rank hold USA as of Q1 2025.

  • Fidelity Investments reported no remaining Liberty All-Star Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 500 Liberty All-Star Equity Fund shares in Q1 2025, an estimated $3.48K.
  • Fidelity Investments first reported a position in Liberty All-Star Equity Fund in Q1 2019 and held it in 19 quarters.
  • Fidelity Investments's Liberty All-Star Equity Fund position peaked at $126K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.