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Legacy Wealth Planning’s Liberty All-Star Equity Fund USA Stock Holding History

Legacy Wealth Planning’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
Q1 		– Sell
-10,637
Closed -$89K – 108
2021
Q4 		$89K Buy
+10,637
New +$89.8K 0.1% 98

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Legacy Wealth Planning's USA Position: Q1 2022 in Review

Legacy Wealth Planning sold out of Liberty All-Star Equity Fund (USA) in Q1 2022, closing a stake of 10,637 shares — an estimated $89K sold.

Legacy Wealth Planning first reported a position in USA in Q4 2021 and held it in 1 quarter. The position peaked at $89K in Q4 2021. 170 funds tracked by Wall St. Rank hold USA as of Q1 2022.

  • Legacy Wealth Planning reported no remaining Liberty All-Star Equity Fund position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 10,637 Liberty All-Star Equity Fund shares in Q1 2022, an estimated $89K.
  • Legacy Wealth Planning first reported a position in Liberty All-Star Equity Fund in Q4 2021 and held it in 1 quarter.
  • Legacy Wealth Planning's Liberty All-Star Equity Fund position peaked at $89K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2022.

Based on Legacy Wealth Planning's 13F filing for Q1 2022, filed 10 May 2022.