LWM
USA icon

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

Liberty 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
2020
Q3 		– Sell
-27
Closed – – 959
2020
Q2 		$0 Sell
27
-616
-96% -$3.33K ﹤0.01% 985
2020
Q1 		$3K Buy
+643
New +$3.97K ﹤0.01% 699

Other funds holding USA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Liberty Wealth Management's USA Position: Q3 2020 in Review

Liberty Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q3 2020, closing a stake of 27 shares.

Liberty Wealth Management first reported a position in USA in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 134 funds tracked by Wall St. Rank hold USA as of Q3 2020.

  • Liberty Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 27 Liberty All-Star Equity Fund shares in Q3 2020.
  • Liberty Wealth Management first reported a position in Liberty All-Star Equity Fund in Q1 2020 and held it in 2 quarters.
  • Liberty Wealth Management's Liberty All-Star Equity Fund position peaked at $3K in Q1 2020.
  • 134 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.