Moneta Group Investment Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Moneta Group Investment Advisors’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 Q4	–	Sell	-10,669	Closed	-$59K	–	472
2022 Q3	$59K	Sell	10,669 -796	-7%	-$5.14K	﹤0.01%	420
2022 Q2	$72K	Buy	11,465 +698	+6%	+$4.84K	﹤0.01%	453
2022 Q1	$87K	Buy	10,767 +27	+0.3%	+$208	﹤0.01%	435
2021 Q4	$90K	Buy	10,740 +42	+0.4%	+$355	﹤0.01%	464
2021 Q3	$92K	Sell	10,698 -68,727	-87%	-$599K	﹤0.01%	446
2021 Q2	$718K	Buy	79,425 +3,409	+4%	+$28.6K	0.03%	231
2021 Q1	$580K	Buy	+76,016	New	+$555K	0.03%	238

Other funds holding USA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Moneta Group Investment Advisors's USA Position: Q4 2022 in Review

Moneta Group Investment Advisors sold out of Liberty All-Star Equity Fund (USA) in Q4 2022, closing a stake of 10,669 shares — an estimated $59K sold.

Moneta Group Investment Advisors first reported a position in USA in Q1 2021 and held it in 7 quarters. The position peaked at $718K in Q2 2021. 172 funds tracked by Wall St. Rank hold USA as of Q4 2022.

Moneta Group Investment Advisors reported no remaining Liberty All-Star Equity Fund position as of Q4 2022 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,669 Liberty All-Star Equity Fund shares in Q4 2022, an estimated $59K.
Moneta Group Investment Advisors first reported a position in Liberty All-Star Equity Fund in Q1 2021 and held it in 7 quarters.
Moneta Group Investment Advisors's Liberty All-Star Equity Fund position peaked at $718K in Q2 2021.
172 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.