Plancorp LLC’s Liberty All-Star Equity Fund USA Stock Holding History

Plancorp LLC’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	-12,492	Closed	-$69K	–	238
2022 Q3	$69K	Sell	12,492 -750	-6%	-$4.84K	﹤0.01%	227
2022 Q2	$83K	Hold	13,242	–	–	0.01%	238
2022 Q1	$107K	Hold	13,242	–	–	0.01%	241
2021 Q4	$111K	Hold	13,242	–	–	0.01%	241
2021 Q3	$114K	Buy	+13,242	New	+$115K	0.01%	233

Other funds holding USA

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

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

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Janney Montgomery Scott

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

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