IA
ASG

IFP Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

IFP Advisors’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,343
Closed -$13.1K – 4590
2024
Q3 		$13.1K Hold
2,343
– – ﹤0.01% 2318
2024
Q2 		$12.5K Buy
+2,343
New +$12.3K ﹤0.01% 2268
2018
Q4 		– Sell
-2,873
Closed -$18K – 3520
2018
Q3 		$18K Buy
2,873
+662
+30% +$4.44K ﹤0.01% 2500
2018
Q2 		$15K Buy
2,211
+2,196
+14,640% +$13.5K ﹤0.01% 2633
2018
Q1 		$0 Hold
15
– – ﹤0.01% 3740
2017
Q4 		$0 Hold
15
– – ﹤0.01% 3803
2017
Q3 		$0 Hold
15
– – ﹤0.01% 4062
2017
Q2 		$0 Sell
15
-3,038
-100% -$14.3K ﹤0.01% 4071
2017
Q1 		$14K Sell
3,053
-2,747
-47% -$12.2K ﹤0.01% 2705
2016
Q4 		$24K Sell
5,800
-2,420
-29% -$10.1K ﹤0.01% 2320
2016
Q3 		$35K Buy
8,220
+163
+2% +$695 ﹤0.01% 2026
2016
Q2 		$33K Buy
+8,057
New +$32.8K ﹤0.01% 2006
2016
Q1 		– Sell
-22
Closed – – 2413
2015
Q4 		$0 Buy
+22
New +$106 ﹤0.01% 3711

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

IFP Advisors's ASG Position: Q4 2024 in Review

IFP Advisors sold out of Liberty All-Star Growth Fund (ASG) in Q4 2024, closing a stake of 2,343 shares — an estimated $13.1K sold.

IFP Advisors first reported a position in ASG in Q4 2015 and held it in 13 quarters. The position peaked at $35K in Q3 2016. 77 funds tracked by Wall St. Rank hold ASG as of Q4 2024.

  • IFP Advisors reported no remaining Liberty All-Star Growth Fund position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 2,343 Liberty All-Star Growth Fund shares in Q4 2024, an estimated $13.1K.
  • IFP Advisors first reported a position in Liberty All-Star Growth Fund in Q4 2015 and held it in 13 quarters.
  • IFP Advisors's Liberty All-Star Growth Fund position peaked at $35K in Q3 2016.
  • 77 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.