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

TCI Wealth 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
2022
Q4 		– Sell
-220
Closed -$1K – 2652
2022
Q3 		$1K Buy
+220
New +$1.42K ﹤0.01% 2172
2021
Q4 		– Sell
-23,387
Closed -$201K – 2531
2021
Q3 		$201K Buy
23,387
+8,387
+56% +$73.1K 0.03% 185
2021
Q2 		$136K Buy
+15,000
New +$126K 0.02% 227
2020
Q2 		– Sell
-19,820
Closed -$96K – 1667
2020
Q1 		$96K Buy
19,820
+11,428
+136% +$70.6K 0.05% 206
2019
Q4 		$57K Hold
8,392
– – 0.02% 355
2019
Q3 		$54K Buy
8,392
+3,229
+63% +$20.4K 0.02% 313
2019
Q2 		$33K Sell
5,163
-31,002
-86% -$193K 0.01% 387
2019
Q1 		$221K Buy
36,165
+1,607
+5% +$9.5K 0.1% 145
2018
Q4 		$186K Buy
34,558
+16,000
+86% +$95.1K 0.09% 147
2018
Q3 		$126K Buy
18,558
+12,664
+215% +$84.2K 0.05% 206
2018
Q2 		$38K Sell
5,894
-11,510
-66% -$73.3K 0.02% 370
2018
Q1 		$107K Sell
17,404
-7,800
-31% -$49.6K 0.05% 209
2017
Q4 		$159K Buy
25,204
+3,000
+14% +$18.4K 0.07% 180
2017
Q3 		$134K Buy
22,204
+2,457
+12% +$14.1K 0.07% 176
2017
Q2 		$112K Sell
19,747
-383
-2% -$2.13K 0.06% 186
2017
Q1 		$110K Buy
20,130
+4,139
+26% +$22.4K 0.06% 197
2016
Q4 		$83K Hold
15,991
– – 0.04% 253
2016
Q3 		$83K Buy
15,991
+361
+2% +$1.86K 0.05% 234
2016
Q2 		$78K Buy
15,630
+364
+2% +$1.82K 0.04% 239
2016
Q1 		$76K Buy
+15,266
New +$72.2K 0.04% 240

Other funds holding USA

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Ameriprise
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

TCI Wealth Advisors's USA Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Liberty All-Star Equity Fund (USA) in Q4 2022, closing a stake of 220 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in USA in Q1 2016 and held it in 20 quarters. The position peaked at $221K in Q1 2019. 172 funds tracked by Wall St. Rank hold USA as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Liberty All-Star Equity Fund position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 220 Liberty All-Star Equity Fund shares in Q4 2022, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q1 2016 and held it in 20 quarters.
  • TCI Wealth Advisors's Liberty All-Star Equity Fund position peaked at $221K in Q1 2019.
  • 172 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.