SA
USA icon

Sunesis Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Sunesis Advisors’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
Q1 		– Sell
-52,909
Closed -$338K – 74
2023
Q4 		$338K Hold
52,909
– – 0.21% 49
2023
Q3 		$313K Buy
+52,909
New +$336K 0.22% 49
2023
Q1 		$328K Buy
+52,909
New +$325K 0.24% 50

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Sunesis Advisors's USA Position: Q1 2024 in Review

Sunesis Advisors sold out of Liberty All-Star Equity Fund (USA) in Q1 2024, closing a stake of 52,909 shares — an estimated $338K sold.

Sunesis Advisors first reported a position in USA in Q1 2023 and held it in 3 quarters. The position peaked at $338K in Q4 2023. 181 funds tracked by Wall St. Rank hold USA as of Q1 2024.

  • Sunesis Advisors reported no remaining Liberty All-Star Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Sunesis Advisors sold 52,909 Liberty All-Star Equity Fund shares in Q1 2024, an estimated $338K.
  • Sunesis Advisors first reported a position in Liberty All-Star Equity Fund in Q1 2023 and held it in 3 quarters.
  • Sunesis Advisors's Liberty All-Star Equity Fund position peaked at $338K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2024.

Based on Sunesis Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.