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WealthPLAN Partners’s Liberty All-Star Equity Fund USA Stock Holding History

WealthPLAN Partners’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
-10,605
Closed -$67.7K – 344
2023
Q4 		$67.7K Hold
10,605
– – 0.01% 314
2023
Q3 		$62.8K Hold
10,605
– – 0.01% 308
2023
Q2 		$68.6K Hold
10,605
– – 0.01% 455
2023
Q1 		$65.8K Hold
10,605
– – 0.01% 508
2022
Q4 		$68.3K Buy
+10,605
New +$63.4K ﹤0.01% 386
2022
Q1 		$148K Sell
21,038
-13,036
-38% -$100K 0.01% 371
2021
Q4 		$263K Buy
+34,074
New +$288K 0.02% 335

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

WealthPLAN Partners's USA Position: Q1 2024 in Review

WealthPLAN Partners sold out of Liberty All-Star Equity Fund (USA) in Q1 2024, closing a stake of 10,605 shares — an estimated $67.7K sold.

WealthPLAN Partners first reported a position in USA in Q4 2021 and held it in 7 quarters. The position peaked at $263K in Q4 2021. 181 funds tracked by Wall St. Rank hold USA as of Q1 2024.

  • WealthPLAN Partners reported no remaining Liberty All-Star Equity Fund position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 10,605 Liberty All-Star Equity Fund shares in Q1 2024, an estimated $67.7K.
  • WealthPLAN Partners first reported a position in Liberty All-Star Equity Fund in Q4 2021 and held it in 7 quarters.
  • WealthPLAN Partners's Liberty All-Star Equity Fund position peaked at $263K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.