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Prime Capital Investment Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Prime Capital 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
2024
Q3 		– Sell
-10,251
Closed -$69.7K – 969
2024
Q2 		$69.7K Buy
+10,251
New +$69.7K ﹤0.01% 895
2024
Q1 		– Sell
-11,301
Closed -$72.1K – 1051
2023
Q4 		$72.1K Buy
11,301
+700
+7% +$4.26K ﹤0.01% 925
2023
Q3 		$62.8K Buy
10,601
+585
+6% +$3.71K ﹤0.01% 733
2023
Q2 		$64.8K Buy
+10,016
New +$61.2K ﹤0.01% 743
2023
Q1 		– Sell
-11,026
Closed -$62.8K – 656
2022
Q4 		$62.8K Buy
+11,026
New +$65.9K ﹤0.01% 515

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Prime Capital Investment Advisors's USA Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of Liberty All-Star Equity Fund (USA) in Q3 2024, closing a stake of 10,251 shares — an estimated $69.7K sold.

Prime Capital Investment Advisors first reported a position in USA in Q4 2022 and held it in 5 quarters. The position peaked at $72.1K in Q4 2023. 176 funds tracked by Wall St. Rank hold USA as of Q3 2024.

  • Prime Capital Investment Advisors reported no remaining Liberty All-Star Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 10,251 Liberty All-Star Equity Fund shares in Q3 2024, an estimated $69.7K.
  • Prime Capital Investment Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2022 and held it in 5 quarters.
  • Prime Capital Investment Advisors's Liberty All-Star Equity Fund position peaked at $72.1K in Q4 2023.
  • 176 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.