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Reston Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Reston Wealth 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
2024
Q4 		– Sell
-36
Closed -$257 – 412
2024
Q3 		$257 Buy
+36
New +$247 ﹤0.01% 433

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

Reston Wealth Management's USA Position: Q4 2024 in Review

Reston Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q4 2024, closing a stake of 36 shares — an estimated $257 sold.

Reston Wealth Management first reported a position in USA in Q3 2024 and held it in 1 quarter. The position peaked at $257 in Q3 2024. 191 funds tracked by Wall St. Rank hold USA as of Q4 2024.

  • Reston Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 36 Liberty All-Star Equity Fund shares in Q4 2024, an estimated $257.
  • Reston Wealth Management first reported a position in Liberty All-Star Equity Fund in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Liberty All-Star Equity Fund position peaked at $257 in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.