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WealthPlan Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-10,605
Closed -$68.3K – 571
2022
Q4 		$68.3K Sell
10,605
-5,558
-34% -$33.2K ﹤0.01% 385
2022
Q3 		$99K Buy
+16,163
New +$104K 0.01% 361
2022
Q1 		$148K Buy
+21,038
New +$162K 0.01% 371

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WealthPlan Investment Management's USA Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Liberty All-Star Equity Fund (USA) in Q1 2023, closing a stake of 10,605 shares — an estimated $68.3K sold.

WealthPlan Investment Management first reported a position in USA in Q1 2022 and held it in 3 quarters. The position peaked at $148K in Q1 2022. 163 funds tracked by Wall St. Rank hold USA as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Liberty All-Star Equity Fund position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 10,605 Liberty All-Star Equity Fund shares in Q1 2023, an estimated $68.3K.
  • WealthPlan Investment Management first reported a position in Liberty All-Star Equity Fund in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Liberty All-Star Equity Fund position peaked at $148K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.