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HM Payson & Co’s Liberty All-Star Equity Fund USA Stock Holding History

HM Payson & Co’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
2023
Q2 		– Sell
-1,530
Closed -$9.49K – 1056
2023
Q1 		$9.49K Buy
+1,530
New +$9.4K ﹤0.01% 801

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HM Payson & Co's USA Position: Q2 2023 in Review

HM Payson & Co sold out of Liberty All-Star Equity Fund (USA) in Q2 2023, closing a stake of 1,530 shares — an estimated $9.49K sold.

HM Payson & Co first reported a position in USA in Q1 2023 and held it in 1 quarter. The position peaked at $9.49K in Q1 2023. 166 funds tracked by Wall St. Rank hold USA as of Q2 2023.

  • HM Payson & Co reported no remaining Liberty All-Star Equity Fund position as of Q2 2023 after selling out during the quarter.
  • HM Payson & Co sold 1,530 Liberty All-Star Equity Fund shares in Q2 2023, an estimated $9.49K.
  • HM Payson & Co first reported a position in Liberty All-Star Equity Fund in Q1 2023 and held it in 1 quarter.
  • HM Payson & Co's Liberty All-Star Equity Fund position peaked at $9.49K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2023.

Based on HM Payson & Co's 13F filing for Q2 2023, filed 17 Jul 2023.