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Householder Group Estate & Retirement Specialist’s Liberty All-Star Equity Fund USA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q1 		$0 Buy
+73
New +$448 ﹤0.01% 1307
2022
Q4 		– Sell
-71
Closed – – 1086
2022
Q3 		$0 Buy
+71
New +$459 ﹤0.01% 1198

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's USA Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Liberty All-Star Equity Fund (USA) in Q1 2023: 73 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1307 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in USA as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in USA in Q3 2022 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold USA as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 73 shares of Liberty All-Star Equity Fund worth $0 as of Q1 2023.
  • Liberty All-Star Equity Fund was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1307 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Liberty All-Star Equity Fund in Q3 2022 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.