Laird Norton Wetherby Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Laird Norton Wetherby 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
2022 Q4	–	Sell	-11,120	Closed	-$61K	–	960
2022 Q3	$61K	Sell	11,120 -11,120	-50%	-$71.8K	﹤0.01%	867
2022 Q2	$140K	Buy	22,240 +11,120	+100%	+$77.1K	0.01%	850
2022 Q1	$90K	Sell	11,120 -478	-4%	-$3.68K	0.01%	905
2021 Q4	$97K	Hold	11,598	–	–	0.01%	914
2021 Q3	$100K	Hold	11,598	–	–	0.01%	909
2021 Q2	$105K	Buy	+11,598	New	+$97.3K	0.01%	913
2021 Q1	–	Sell	-11,598	Closed	-$80K	–	901
2020 Q4	$80K	Buy	+11,598	New	+$74.4K	0.01%	883

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's USA Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q4 2022, closing a stake of 11,120 shares — an estimated $61K sold.

Laird Norton Wetherby Wealth Management first reported a position in USA in Q4 2020 and held it in 7 quarters. The position peaked at $140K in Q2 2022. 172 funds tracked by Wall St. Rank hold USA as of Q4 2022.

Laird Norton Wetherby Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q4 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 11,120 Liberty All-Star Equity Fund shares in Q4 2022, an estimated $61K.
Laird Norton Wetherby Wealth Management first reported a position in Liberty All-Star Equity Fund in Q4 2020 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's Liberty All-Star Equity Fund position peaked at $140K in Q2 2022.
172 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.