Tucker Asset Management’s Liberty All-Star Equity Fund USA Stock Holding History

Tucker Asset 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 Q2	–	Sell	-298	Closed	-$2.13K	–	1795
2024 Q1	$2.13K	Hold	298	–	–	﹤0.01%	1297
2023 Q4	$1.9K	Hold	298	–	–	﹤0.01%	1137
2023 Q3	$1.76K	Buy	+298	New	+$1.89K	﹤0.01%	1071

Other funds holding USA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PCM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Tucker Asset Management's USA Position: Q2 2024 in Review

Tucker Asset Management sold out of Liberty All-Star Equity Fund (USA) in Q2 2024, closing a stake of 298 shares — an estimated $2.13K sold.

Tucker Asset Management first reported a position in USA in Q3 2023 and held it in 3 quarters. The position peaked at $2.13K in Q1 2024. 182 funds tracked by Wall St. Rank hold USA as of Q2 2024.

Tucker Asset Management reported no remaining Liberty All-Star Equity Fund position as of Q2 2024 after selling out during the quarter.
Tucker Asset Management sold 298 Liberty All-Star Equity Fund shares in Q2 2024, an estimated $2.13K.
Tucker Asset Management first reported a position in Liberty All-Star Equity Fund in Q3 2023 and held it in 3 quarters.
Tucker Asset Management's Liberty All-Star Equity Fund position peaked at $2.13K in Q1 2024.
182 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.