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Raleigh Capital Management’s Liberty All-Star Equity Fund USA Stock Holding History

Raleigh Capital Management’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
2025
Q1 		– Sell
-1,700
Closed -$11.8K – 1031
2024
Q4 		$11.8K Hold
1,700
– – ﹤0.01% 578
2024
Q3 		$12.1K Sell
1,700
-100
-6% -$686 ﹤0.01% 549
2024
Q2 		$12.2K Hold
1,800
– – 0.01% 532
2024
Q1 		$12.9K Hold
1,800
– – 0.01% 507
2023
Q4 		$11.5K Buy
1,800
+200
+13% +$1.22K 0.01% 556
2023
Q3 		$9.47K Hold
1,600
– – ﹤0.01% 544
2023
Q2 		$10.4K Hold
1,600
– – 0.01% 477
2023
Q1 		$9.92K Hold
1,600
– – ﹤0.01% 505
2022
Q4 		$9.12K Hold
1,600
– – ﹤0.01% 456
2022
Q3 		$9K Buy
1,600
+150
+10% +$969 0.01% 392
2022
Q2 		$9K Buy
1,450
+150
+12% +$1.04K 0.01% 374
2022
Q1 		$11K Buy
+1,300
New +$10K 0.01% 363

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 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

Raleigh Capital Management's USA Position: Q1 2025 in Review

Raleigh Capital Management sold out of Liberty All-Star Equity Fund (USA) in Q1 2025, closing a stake of 1,700 shares — an estimated $11.8K sold.

Raleigh Capital Management first reported a position in USA in Q1 2022 and held it in 12 quarters. The position peaked at $12.9K in Q1 2024. 190 funds tracked by Wall St. Rank hold USA as of Q1 2025.

  • Raleigh Capital Management reported no remaining Liberty All-Star Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 1,700 Liberty All-Star Equity Fund shares in Q1 2025, an estimated $11.8K.
  • Raleigh Capital Management first reported a position in Liberty All-Star Equity Fund in Q1 2022 and held it in 12 quarters.
  • Raleigh Capital Management's Liberty All-Star Equity Fund position peaked at $12.9K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.