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

Geller 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
2022
Q3 		– Sell
-68,189
Closed -$428K – 148
2022
Q2 		$428K Hold
68,189
– – 0.09% 59
2022
Q1 		$551K Hold
68,189
– – 0.1% 54
2021
Q4 		$586K Hold
68,189
– – 0.11% 52
2021
Q3 		$586K Buy
+68,189
New +$594K 0.13% 52

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Geller Advisors's USA Position: Q3 2022 in Review

Geller Advisors sold out of Liberty All-Star Equity Fund (USA) in Q3 2022, closing a stake of 68,189 shares — an estimated $428K sold.

Geller Advisors first reported a position in USA in Q3 2021 and held it in 4 quarters. The position peaked at $586K in Q4 2021. 161 funds tracked by Wall St. Rank hold USA as of Q3 2022.

  • Geller Advisors reported no remaining Liberty All-Star Equity Fund position as of Q3 2022 after selling out during the quarter.
  • Geller Advisors sold 68,189 Liberty All-Star Equity Fund shares in Q3 2022, an estimated $428K.
  • Geller Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2021 and held it in 4 quarters.
  • Geller Advisors's Liberty All-Star Equity Fund position peaked at $586K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2022.

Based on Geller Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.