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

HB 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
2024 Q2	–	Sell	-11,414	Closed	-$81.6K	–	965
2024 Q1	$81.6K	Hold	11,414	–	–	﹤0.01%	824
2023 Q4	$72.8K	Hold	11,414	–	–	﹤0.01%	770
2023 Q3	$67.6K	Hold	11,414	–	–	﹤0.01%	745
2023 Q2	$73.8K	Hold	11,414	–	–	﹤0.01%	710
2023 Q1	$70.8K	Hold	11,414	–	–	﹤0.01%	697
2022 Q4	$65.1K	Hold	11,414	–	–	﹤0.01%	671
2022 Q3	$63K	Sell	11,414 -5,000	-30%	-$32.3K	﹤0.01%	568
2022 Q2	$103K	Buy	16,414 +1,708	+12%	+$11.8K	﹤0.01%	562
2022 Q1	$119K	Buy	+14,706	New	+$113K	﹤0.01%	574

Other funds holding USA

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return