WP
ASG

WealthShield Partners’s Liberty All-Star Growth Fund ASG Stock Holding History

WealthShield Partners’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-560
Closed -$54K – 786
2021
Q1 		$54K Buy
+560
New +$4.96K 0.01% 438

Other funds holding ASG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthShield Partners's ASG Position: Q2 2021 in Review

WealthShield Partners sold out of Liberty All-Star Growth Fund (ASG) in Q2 2021, closing a stake of 560 shares — an estimated $54K sold.

WealthShield Partners first reported a position in ASG in Q1 2021 and held it in 1 quarter. The position peaked at $54K in Q1 2021. 52 funds tracked by Wall St. Rank hold ASG as of Q2 2021.

  • WealthShield Partners reported no remaining Liberty All-Star Growth Fund position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 560 Liberty All-Star Growth Fund shares in Q2 2021, an estimated $54K.
  • WealthShield Partners first reported a position in Liberty All-Star Growth Fund in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Liberty All-Star Growth Fund position peaked at $54K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.