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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

HB Wealth Management's USA Position: Q2 2024 in Review

HB Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q2 2024, closing a stake of 11,414 shares — an estimated $81.6K sold.

HB Wealth Management first reported a position in USA in Q1 2022 and held it in 9 quarters. The position peaked at $119K in Q1 2022. 182 funds tracked by Wall St. Rank hold USA as of Q2 2024.

  • HB Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q2 2024 after selling out during the quarter.
  • HB Wealth Management sold 11,414 Liberty All-Star Equity Fund shares in Q2 2024, an estimated $81.6K.
  • HB Wealth Management first reported a position in Liberty All-Star Equity Fund in Q1 2022 and held it in 9 quarters.
  • HB Wealth Management's Liberty All-Star Equity Fund position peaked at $119K in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2024.

Based on HB Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.