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Morton Brown Family Wealth’s Liberty All-Star Equity Fund USA Stock Holding History

Morton Brown Family Wealth’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
Q1 		– Sell
-55
Closed -$351 – 295
2023
Q4 		$351 Buy
+55
New +$334 ﹤0.01% 273

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Morton Brown Family Wealth's USA Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Liberty All-Star Equity Fund (USA) in Q1 2024, closing a stake of 55 shares — an estimated $351 sold.

Morton Brown Family Wealth first reported a position in USA in Q4 2023 and held it in 1 quarter. The position peaked at $351 in Q4 2023. 181 funds tracked by Wall St. Rank hold USA as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Liberty All-Star Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 55 Liberty All-Star Equity Fund shares in Q1 2024, an estimated $351.
  • Morton Brown Family Wealth first reported a position in Liberty All-Star Equity Fund in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Liberty All-Star Equity Fund position peaked at $351 in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.