Tradition Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Tradition Wealth Management’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	-4,992	Closed	-$32K	–	1148
2023 Q4	$32K	Hold	4,992	–	–	﹤0.01%	738
2023 Q3	$30K	Hold	4,992	–	–	﹤0.01%	742
2023 Q2	$32K	Hold	4,992	–	–	﹤0.01%	749
2023 Q1	$31K	Hold	4,992	–	–	﹤0.01%	740
2022 Q4	$28K	Hold	4,992	–	–	﹤0.01%	683
2022 Q3	$28K	Buy	4,992 +818	+20%	+$5.28K	﹤0.01%	674
2022 Q2	$26K	Buy	4,174 +692	+20%	+$4.8K	﹤0.01%	598
2022 Q1	$28K	Buy	3,482 +354	+11%	+$2.72K	﹤0.01%	643
2021 Q4	$26K	Hold	3,128	–	–	﹤0.01%	673
2021 Q3	$27K	Buy	3,128 +1,128	+56%	+$9.83K	﹤0.01%	662
2021 Q2	$18K	Hold	2,000	–	–	﹤0.01%	790
2021 Q1	$15K	Hold	2,000	–	–	﹤0.01%	699
2020 Q4	$14K	Buy	+2,000	New	+$12.8K	﹤0.01%	664

Other funds holding USA

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return