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 $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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