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Strategic Financial Concepts’s Liberty All-Star Equity Fund USA Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-10,326
Closed -$73.8K – 784
2024
Q1 		$73.8K Buy
+10,326
New +$69.1K 0.02% 308

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Strategic Financial Concepts's USA Position: Q2 2024 in Review

Strategic Financial Concepts sold out of Liberty All-Star Equity Fund (USA) in Q2 2024, closing a stake of 10,326 shares — an estimated $73.8K sold.

Strategic Financial Concepts first reported a position in USA in Q1 2024 and held it in 1 quarter. The position peaked at $73.8K in Q1 2024. 182 funds tracked by Wall St. Rank hold USA as of Q2 2024.

  • Strategic Financial Concepts reported no remaining Liberty All-Star Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,326 Liberty All-Star Equity Fund shares in Q2 2024, an estimated $73.8K.
  • Strategic Financial Concepts first reported a position in Liberty All-Star Equity Fund in Q1 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Liberty All-Star Equity Fund position peaked at $73.8K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2024.

Based on Strategic Financial Concepts's 13F filing for Q2 2024, filed 6 Aug 2024.