Mutual Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

Mutual Advisors’s Portfolio ASG Stock Details ASG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,008	Closed	-$58.1K	–	1082
2023 Q4	$58.1K	Buy	+11,008	New	+$54.3K	﹤0.01%	993

Other funds holding ASG

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Flow State Investments Chicago, Illinois $226M AUM 5.06% 1-Year Est. Return

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