SB
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Strategic Blueprint’s Liberty All-Star Equity Fund USA Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-8,800
Closed -$80K – 1270
2021
Q2 		$80K Buy
+8,800
New +$73.9K 0.01% 539

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Strategic Blueprint's USA Position: Q3 2021 in Review

Strategic Blueprint sold out of Liberty All-Star Equity Fund (USA) in Q3 2021, closing a stake of 8,800 shares — an estimated $80K sold.

Strategic Blueprint first reported a position in USA in Q2 2021 and held it in 1 quarter. The position peaked at $80K in Q2 2021. 154 funds tracked by Wall St. Rank hold USA as of Q3 2021.

  • Strategic Blueprint reported no remaining Liberty All-Star Equity Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 8,800 Liberty All-Star Equity Fund shares in Q3 2021, an estimated $80K.
  • Strategic Blueprint first reported a position in Liberty All-Star Equity Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's Liberty All-Star Equity Fund position peaked at $80K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.