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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Laidlaw Wealth Management's USA Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q3 2023, closing a stake of 34,060 shares — an estimated $220K sold.

Laidlaw Wealth Management first reported a position in USA in Q4 2020 and held it in 8 quarters. The position peaked at $314K in Q4 2021. 174 funds tracked by Wall St. Rank hold USA as of Q3 2023.

Laidlaw Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 34,060 Liberty All-Star Equity Fund shares in Q3 2023, an estimated $220K.
Laidlaw Wealth Management first reported a position in Liberty All-Star Equity Fund in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Liberty All-Star Equity Fund position peaked at $314K in Q4 2021.
174 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.