FF
USA icon

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

FourThought Financial’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
Q3 		$1K Hold
132
– – ﹤0.01% 1460
2022
Q2 		$1K Hold
132
– – ﹤0.01% 1445
2022
Q1 		$1K Hold
132
– – ﹤0.01% 1431
2021
Q4 		$1K Hold
132
– – ﹤0.01% 1466
2021
Q3 		$1K Hold
132
– – ﹤0.01% 1515
2021
Q2 		$1K Hold
132
– – ﹤0.01% 1495
2021
Q1 		$1K Hold
132
– – ﹤0.01% 1465
2020
Q4 		$1K Buy
+132
New +$847 ﹤0.01% 1456

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FourThought Financial's USA Position: Q3 2022 in Review

FourThought Financial held its Liberty All-Star Equity Fund (USA) position steady in Q3 2022 at 132 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

FourThought Financial first reported a position in USA in Q4 2020 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold USA as of Q3 2022.

  • FourThought Financial held 132 shares of Liberty All-Star Equity Fund worth $1K as of Q3 2022.
  • FourThought Financial left its Liberty All-Star Equity Fund share count unchanged in Q3 2022.
  • Liberty All-Star Equity Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1460 holding.
  • FourThought Financial first reported a position in Liberty All-Star Equity Fund in Q4 2020 and has held it in 8 quarters since.
  • 161 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.