NFG
USA icon

Nations Financial Group’s Liberty All-Star Equity Fund USA Stock Holding History

Nations Financial Group’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
-10,094
Closed -$71.7K – 715
2024
Q3 		$71.7K Buy
10,094
+10
+0.1% +$69 0.01% 661
2024
Q2 		$68.6K Buy
10,084
+10
+0.1% +$68 0.01% 622
2024
Q1 		$72K Buy
10,074
+19
+0.2% +$127 0.01% 614
2023
Q4 		$64.2K Sell
10,055
-368
-4% -$2.24K 0.01% 610
2023
Q3 		$61.7K Sell
10,423
-295
-3% -$1.87K 0.01% 603
2023
Q2 		$69.3K Hold
10,718
– – 0.01% 605
2023
Q1 		$66.5K Buy
+10,718
New +$65.8K 0.01% 605

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

Nations Financial Group's USA Position: Q4 2024 in Review

Nations Financial Group sold out of Liberty All-Star Equity Fund (USA) in Q4 2024, closing a stake of 10,094 shares — an estimated $71.7K sold.

Nations Financial Group first reported a position in USA in Q1 2023 and held it in 7 quarters. The position peaked at $72K in Q1 2024. 191 funds tracked by Wall St. Rank hold USA as of Q4 2024.

  • Nations Financial Group reported no remaining Liberty All-Star Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 10,094 Liberty All-Star Equity Fund shares in Q4 2024, an estimated $71.7K.
  • Nations Financial Group first reported a position in Liberty All-Star Equity Fund in Q1 2023 and held it in 7 quarters.
  • Nations Financial Group's Liberty All-Star Equity Fund position peaked at $72K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.