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

Spire 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
2023 Q3	–	Sell	-812	Closed	-$5.25K	–	2466
2023 Q2	$5.25K	Buy	+812	New	+$4.96K	﹤0.01%	1985
2022 Q3	–	Sell	-18,231	Closed	-$114K	–	2601
2022 Q2	$114K	Sell	18,231 -27,200	-60%	-$189K	﹤0.01%	989
2022 Q1	$367K	Buy	45,431 +10,200	+29%	+$78.5K	0.01%	659
2021 Q4	$295K	Sell	35,231 -1,019	-3%	-$8.61K	0.01%	912
2021 Q3	$312K	Hold	36,250	–	–	0.01%	739
2021 Q2	$328K	Hold	36,250	–	–	0.01%	739
2021 Q1	$147K	Buy	+36,250	New	+$265K	﹤0.01%	1204

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 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

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

PCM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Spire Wealth Management's USA Position: Q3 2023 in Review

Spire Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q3 2023, closing a stake of 812 shares — an estimated $5.25K sold.

Spire Wealth Management first reported a position in USA in Q1 2021 and held it in 7 quarters. The position peaked at $367K in Q1 2022. 174 funds tracked by Wall St. Rank hold USA as of Q3 2023.

Spire Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 812 Liberty All-Star Equity Fund shares in Q3 2023, an estimated $5.25K.
Spire Wealth Management first reported a position in Liberty All-Star Equity Fund in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Liberty All-Star Equity Fund position peaked at $367K in Q1 2022.
174 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.