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

Kingsview 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
2023
Q4 		– Sell
-10,442
Closed -$61.8K – 1028
2023
Q3 		$61.8K Hold
10,442
– – ﹤0.01% 919
2023
Q2 		$67.6K Sell
10,442
-442
-4% -$2.7K ﹤0.01% 887
2023
Q1 		$67.5K Sell
10,884
-6,781
-38% -$41.7K ﹤0.01% 863
2022
Q4 		$101K Sell
17,665
-7,676
-30% -$45.9K ﹤0.01% 817
2022
Q3 		$140K Buy
25,341
+172
+0.7% +$1.11K 0.01% 782
2022
Q2 		$158K Buy
25,169
+1,079
+4% +$7.48K 0.01% 776
2022
Q1 		$195K Buy
24,090
+702
+3% +$5.4K 0.01% 821
2021
Q4 		$196K Buy
23,388
+8,497
+57% +$71.8K 0.01% 864
2021
Q3 		$128K Sell
14,891
-8,386
-36% -$73.1K 0.01% 815
2021
Q2 		$208K Buy
23,277
+784
+3% +$6.58K 0.01% 818
2021
Q1 		$173K Buy
22,493
+31
+0.1% +$226 0.01% 782
2020
Q4 		$155K Buy
22,462
+11,764
+110% +$75.5K 0.01% 672
2020
Q3 		$64K Buy
+10,698
New +$63.9K 0.01% 596

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Kingsview Wealth Management's USA Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q4 2023, closing a stake of 10,442 shares — an estimated $61.8K sold.

Kingsview Wealth Management first reported a position in USA in Q3 2020 and held it in 13 quarters. The position peaked at $208K in Q2 2021. 182 funds tracked by Wall St. Rank hold USA as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,442 Liberty All-Star Equity Fund shares in Q4 2023, an estimated $61.8K.
  • Kingsview Wealth Management first reported a position in Liberty All-Star Equity Fund in Q3 2020 and held it in 13 quarters.
  • Kingsview Wealth Management's Liberty All-Star Equity Fund position peaked at $208K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.