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The Family Firm’s Liberty All-Star Equity Fund USA Stock Holding History

The Family Firm’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
Q3 		– Sell
-35
Closed -$238 – 803
2024
Q2 		$238 Buy
+35
New +$238 ﹤0.01% 868

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

The Family Firm's USA Position: Q3 2024 in Review

The Family Firm sold out of Liberty All-Star Equity Fund (USA) in Q3 2024, closing a stake of 35 shares — an estimated $238 sold.

The Family Firm first reported a position in USA in Q2 2024 and held it in 1 quarter. The position peaked at $238 in Q2 2024. 176 funds tracked by Wall St. Rank hold USA as of Q3 2024.

  • The Family Firm reported no remaining Liberty All-Star Equity Fund position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 35 Liberty All-Star Equity Fund shares in Q3 2024, an estimated $238.
  • The Family Firm first reported a position in Liberty All-Star Equity Fund in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Liberty All-Star Equity Fund position peaked at $238 in Q2 2024.
  • 176 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.