TIAA Trust, National Association
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TIAA Trust, National Association’s Liberty All-Star Equity Fund USA Stock Holding History

TIAA Trust, National Association’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
Q4 		– Sell
-11,652
Closed -$82.7K – 672
2024
Q3 		$82.7K Sell
11,652
-775
-6% -$5.31K ﹤0.01% 639
2024
Q2 		$84.5K Buy
+12,427
New +$84.5K ﹤0.01% 625
2024
Q1 		– Sell
-10,279
Closed -$65.6K – 636
2023
Q4 		$65.6K Buy
+10,279
New +$62.5K ﹤0.01% 581

Other funds holding USA

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 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

TIAA Trust, National Association's USA Position: Q4 2024 in Review

TIAA Trust, National Association sold out of Liberty All-Star Equity Fund (USA) in Q4 2024, closing a stake of 11,652 shares — an estimated $82.7K sold.

TIAA Trust, National Association first reported a position in USA in Q4 2023 and held it in 3 quarters. The position peaked at $84.5K in Q2 2024. 191 funds tracked by Wall St. Rank hold USA as of Q4 2024.

  • TIAA Trust, National Association reported no remaining Liberty All-Star Equity Fund position as of Q4 2024 after selling out during the quarter.
  • TIAA Trust, National Association sold 11,652 Liberty All-Star Equity Fund shares in Q4 2024, an estimated $82.7K.
  • TIAA Trust, National Association first reported a position in Liberty All-Star Equity Fund in Q4 2023 and held it in 3 quarters.
  • TIAA Trust, National Association's Liberty All-Star Equity Fund position peaked at $84.5K in Q2 2024.
  • 191 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2024.

Based on TIAA Trust, National Association's 13F filing for Q4 2024, filed 11 Feb 2025.