Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Liberty All-Star Equity Fund USA Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-735
Closed -$4.35K – 483
2023
Q3 		$4.35K Buy
+735
New +$4.67K ﹤0.01% 398

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Legacy Financial Group (Iowa)'s USA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Liberty All-Star Equity Fund (USA) in Q4 2023, closing a stake of 735 shares — an estimated $4.35K sold.

Legacy Financial Group (Iowa) first reported a position in USA in Q3 2023 and held it in 1 quarter. The position peaked at $4.35K in Q3 2023. 182 funds tracked by Wall St. Rank hold USA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Liberty All-Star Equity Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 735 Liberty All-Star Equity Fund shares in Q4 2023, an estimated $4.35K.
  • Legacy Financial Group (Iowa) first reported a position in Liberty All-Star Equity Fund in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Liberty All-Star Equity Fund position peaked at $4.35K in Q3 2023.
  • 182 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.