LFG
ASG

Larson Financial Group’s Liberty All-Star Growth Fund ASG Stock Holding History

Larson Financial Group’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,031
Closed -$11.4K – 2774
2024
Q3 		$11.4K Hold
2,031
– – ﹤0.01% 1430
2024
Q2 		$10.8K Hold
2,031
– – ﹤0.01% 1242
2024
Q1 		$11.1K Buy
2,031
+531
+35% +$2.83K ﹤0.01% 1013
2023
Q4 		$7.92K Hold
1,500
– – ﹤0.01% 1072
2023
Q3 		$7.41K Hold
1,500
– – ﹤0.01% 1082
2023
Q2 		$8.12K Buy
+1,500
New +$7.75K ﹤0.01% 994

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Larson Financial Group's ASG Position: Q4 2024 in Review

Larson Financial Group sold out of Liberty All-Star Growth Fund (ASG) in Q4 2024, closing a stake of 2,031 shares — an estimated $11.4K sold.

Larson Financial Group first reported a position in ASG in Q2 2023 and held it in 6 quarters. The position peaked at $11.4K in Q3 2024. 77 funds tracked by Wall St. Rank hold ASG as of Q4 2024.

  • Larson Financial Group reported no remaining Liberty All-Star Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 2,031 Liberty All-Star Growth Fund shares in Q4 2024, an estimated $11.4K.
  • Larson Financial Group first reported a position in Liberty All-Star Growth Fund in Q2 2023 and held it in 6 quarters.
  • Larson Financial Group's Liberty All-Star Growth Fund position peaked at $11.4K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.