PSI Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

PSI 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
2022 Q1	–	Sell	-60	Closed	-$1K	–	799
2021 Q4	$1K	Hold	60	–	–	﹤0.01%	743
2021 Q3	$1K	Buy	+60	New	+$523	﹤0.01%	714
2020 Q1	–	Sell	-569	Closed	-$3K	–	556
2019 Q4	$3K	Buy	+569	New	+$3.72K	﹤0.01%	598

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PSI Advisors's USA Position: Q1 2022 in Review

PSI Advisors sold out of Liberty All-Star Equity Fund (USA) in Q1 2022, closing a stake of 60 shares — an estimated $1K sold.

PSI Advisors first reported a position in USA in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 170 funds tracked by Wall St. Rank hold USA as of Q1 2022.

PSI Advisors reported no remaining Liberty All-Star Equity Fund position as of Q1 2022 after selling out during the quarter.
PSI Advisors sold 60 Liberty All-Star Equity Fund shares in Q1 2022, an estimated $1K.
PSI Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2019 and held it in 3 quarters.
PSI Advisors's Liberty All-Star Equity Fund position peaked at $3K in Q4 2019.
170 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2022.

Based on PSI Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.