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

Westside 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
2024 Q2	–	Sell	-996	Closed	-$7.12K	–	1005
2024 Q1	$7.12K	Buy	996 +46	+5%	+$308	﹤0.01%	681
2023 Q4	$6.06K	Hold	950	–	–	﹤0.01%	674
2023 Q3	$5.62K	Buy	950 +23	+2%	+$146	﹤0.01%	678
2023 Q2	$6K	Buy	927 +22	+2%	+$134	﹤0.01%	669
2023 Q1	$5.61K	Buy	905 +43	+5%	+$264	﹤0.01%	677
2022 Q4	$4	Hold	862	–	–	﹤0.01%	725
2022 Q3	$4	Buy	862 +20	+2%	+$129	﹤0.01%	717
2022 Q2	$5	Buy	842 +23	+3%	+$160	﹤0.01%	693
2022 Q1	$6	Buy	819 +41	+5%	+$316	﹤0.01%	669
2021 Q4	$6	Hold	778	–	–	﹤0.01%	654
2021 Q3	$6	Buy	778 +19	+3%	+$166	﹤0.01%	638
2021 Q2	$6	Buy	759 +18	+2%	+$151	﹤0.01%	627
2021 Q1	$5	Buy	741 +34	+5%	+$248	﹤0.01%	635
2020 Q4	$4	Hold	707	–	–	﹤0.01%	582
2020 Q3	$4	Buy	707 +18	+3%	+$108	﹤0.01%	573
2020 Q2	$3	Buy	689 +17	+3%	+$92	﹤0.01%	589
2020 Q1	$3	Buy	+672	New	+$4.15K	﹤0.01%	580

Other funds holding USA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Westside Investment Management's USA Position: Q2 2024 in Review

Westside Investment Management sold out of Liberty All-Star Equity Fund (USA) in Q2 2024, closing a stake of 996 shares — an estimated $7.12K sold.

Westside Investment Management first reported a position in USA in Q1 2020 and held it in 17 quarters. The position peaked at $7.12K in Q1 2024. 182 funds tracked by Wall St. Rank hold USA as of Q2 2024.

Westside Investment Management reported no remaining Liberty All-Star Equity Fund position as of Q2 2024 after selling out during the quarter.
Westside Investment Management sold 996 Liberty All-Star Equity Fund shares in Q2 2024, an estimated $7.12K.
Westside Investment Management first reported a position in Liberty All-Star Equity Fund in Q1 2020 and held it in 17 quarters.
Westside Investment Management's Liberty All-Star Equity Fund position peaked at $7.12K in Q1 2024.
182 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2024.

Based on Westside Investment Management's 13F filing for Q2 2024, filed 17 Jul 2024.