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FSB Premier Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

FSB Premier Wealth Management’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
Q1 		– Sell
-1,570
Closed -$13K – 480
2021
Q4 		$13K Buy
+1,570
New +$13.3K 0.01% 390

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LPL Financial
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Royal Bank of Canada
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Cohen & Steers
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B
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Janney Montgomery Scott
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FSB Premier Wealth Management's USA Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q1 2022, closing a stake of 1,570 shares — an estimated $13K sold.

FSB Premier Wealth Management first reported a position in USA in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 170 funds tracked by Wall St. Rank hold USA as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 1,570 Liberty All-Star Equity Fund shares in Q1 2022, an estimated $13K.
  • FSB Premier Wealth Management first reported a position in Liberty All-Star Equity Fund in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Liberty All-Star Equity Fund position peaked at $13K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.