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

Modern 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
2024
Q4 		– Sell
-12,372
Closed -$87.8K – 601
2024
Q3 		$87.8K Hold
12,372
– – 0.01% 428
2024
Q2 		$84.1K Buy
+12,372
New +$84.1K 0.01% 397

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Modern Wealth Management's USA Position: Q4 2024 in Review

Modern Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q4 2024, closing a stake of 12,372 shares — an estimated $87.8K sold.

Modern Wealth Management first reported a position in USA in Q2 2024 and held it in 2 quarters. The position peaked at $87.8K in Q3 2024. 191 funds tracked by Wall St. Rank hold USA as of Q4 2024.

  • Modern Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Modern Wealth Management sold 12,372 Liberty All-Star Equity Fund shares in Q4 2024, an estimated $87.8K.
  • Modern Wealth Management first reported a position in Liberty All-Star Equity Fund in Q2 2024 and held it in 2 quarters.
  • Modern Wealth Management's Liberty All-Star Equity Fund position peaked at $87.8K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2024.

Based on Modern Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.