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

Laidlaw 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 Q3	–	Sell	-34,060	Closed	-$220K	–	367
2023 Q2	$220K	Buy	34,060 +16,207	+91%	+$99K	0.04%	309
2023 Q1	$111K	Sell	17,853 -1,487	-8%	-$9.13K	0.02%	349
2022 Q4	$110K	Buy	19,340 +488	+3%	+$2.92K	0.02%	347
2022 Q3	$104K	Sell	18,852 -8,604	-31%	-$55.6K	0.02%	313
2022 Q2	$172K	Sell	27,456 -11,288	-29%	-$78.3K	0.04%	352
2022 Q1	$313K	Buy	38,744 +1,224	+3%	+$9.42K	0.05%	294
2021 Q4	$314K	Buy	+37,520	New	+$317K	0.05%	299
2021 Q1	–	Sell	-11,646	Closed	-$80K	–	356
2020 Q4	$80K	Buy	+11,646	New	+$74.8K	0.02%	348

Other funds holding USA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return