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Syverson Strege & Co’s Liberty All-Star Equity Fund USA Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-8,178
Closed -$62K – 293
2021
Q1 		$62K Buy
8,178
+3,878
+90% +$28.3K 0.06% 107
2020
Q4 		$30K Buy
+4,300
New +$27.6K 0.03% 140

Other funds holding USA

PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
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
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Syverson Strege & Co's USA Position: Q2 2021 in Review

Syverson Strege & Co sold out of Liberty All-Star Equity Fund (USA) in Q2 2021, closing a stake of 8,178 shares — an estimated $62K sold.

Syverson Strege & Co first reported a position in USA in Q4 2020 and held it in 2 quarters. The position peaked at $62K in Q1 2021. 147 funds tracked by Wall St. Rank hold USA as of Q2 2021.

  • Syverson Strege & Co reported no remaining Liberty All-Star Equity Fund position as of Q2 2021 after selling out during the quarter.
  • Syverson Strege & Co sold 8,178 Liberty All-Star Equity Fund shares in Q2 2021, an estimated $62K.
  • Syverson Strege & Co first reported a position in Liberty All-Star Equity Fund in Q4 2020 and held it in 2 quarters.
  • Syverson Strege & Co's Liberty All-Star Equity Fund position peaked at $62K in Q1 2021.
  • 147 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2021.

Based on Syverson Strege & Co's 13F filing for Q2 2021, filed 4 Aug 2021.