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

LifePro Asset 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
2024
Q3 		$311K Hold
43,850
– – 0.19% 107
2024
Q2 		$298K Hold
43,850
– – 0.21% 100
2024
Q1 		$314K Buy
+43,850
New +$293K 0.21% 96

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LifePro Asset Management's USA Position: Q3 2024 in Review

LifePro Asset Management held its Liberty All-Star Equity Fund (USA) position steady in Q3 2024 at 43,850 shares worth $311K. The position accounts for 0.19% of the portfolio, ranked #107.

LifePro Asset Management first reported a position in USA in Q1 2024 and has held it in 3 quarters since. The position peaked at $314K in Q1 2024. 177 funds tracked by Wall St. Rank hold USA as of Q3 2024.

  • LifePro Asset Management held 43,850 shares of Liberty All-Star Equity Fund worth $311K as of Q3 2024.
  • LifePro Asset Management left its Liberty All-Star Equity Fund share count unchanged in Q3 2024.
  • Liberty All-Star Equity Fund made up 0.19% of LifePro Asset Management's portfolio in Q3 2024, its #107 holding.
  • LifePro Asset Management first reported a position in Liberty All-Star Equity Fund in Q1 2024 and has held it in 3 quarters since.
  • LifePro Asset Management's Liberty All-Star Equity Fund position peaked at $314K in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.