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FinTrust Capital Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

FinTrust Capital 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
Q3 		$21.7K Buy
3,050
+1,611
+112% +$11K ﹤0.01% 783
2024
Q2 		$9.79K Hold
1,439
– – ﹤0.01% 904
2024
Q1 		$10.3K Hold
1,439
– – ﹤0.01% 853
2023
Q4 		$9.18K Hold
1,439
– – ﹤0.01% 840
2023
Q3 		$8.52K Buy
+1,439
New +$9.14K ﹤0.01% 810

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

FinTrust Capital Advisors's USA Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Liberty All-Star Equity Fund (USA) stake by 112% in Q3 2024, buying an estimated $11K and bringing the position to 3,050 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

FinTrust Capital Advisors first reported a position in USA in Q3 2023 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold USA as of Q3 2024.

  • FinTrust Capital Advisors held 3,050 shares of Liberty All-Star Equity Fund worth $21.7K as of Q3 2024.
  • FinTrust Capital Advisors bought 1,611 Liberty All-Star Equity Fund shares in Q3 2024, an estimated $11K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #783 holding.
  • FinTrust Capital Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2023 and has held it in 5 quarters since.
  • 176 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.