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Greykasell Wealth Strategies’s Liberty All-Star Equity Fund USA Stock Holding History

Greykasell Wealth Strategies’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
Q2 		– Sell
-8,712
Closed -$57.1K – 351
2025
Q1 		$57.1K Buy
+8,712
New +$60.2K 0.03% 176

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Greykasell Wealth Strategies's USA Position: Q2 2025 in Review

Greykasell Wealth Strategies sold out of Liberty All-Star Equity Fund (USA) in Q2 2025, closing a stake of 8,712 shares — an estimated $57.1K sold.

Greykasell Wealth Strategies first reported a position in USA in Q1 2025 and held it in 1 quarter. The position peaked at $57.1K in Q1 2025. 190 funds tracked by Wall St. Rank hold USA as of Q2 2025.

  • Greykasell Wealth Strategies reported no remaining Liberty All-Star Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 8,712 Liberty All-Star Equity Fund shares in Q2 2025, an estimated $57.1K.
  • Greykasell Wealth Strategies first reported a position in Liberty All-Star Equity Fund in Q1 2025 and held it in 1 quarter.
  • Greykasell Wealth Strategies's Liberty All-Star Equity Fund position peaked at $57.1K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.