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Whitcomb & Hess’s Liberty All-Star Equity Fund USA Stock Holding History

Whitcomb & Hess’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
-57,501
Closed -$411K – 55
2024
Q1 		$411K Buy
+57,501
New +$385K 0.13% 35

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
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Whitcomb & Hess's USA Position: Q2 2024 in Review

Whitcomb & Hess sold out of Liberty All-Star Equity Fund (USA) in Q2 2024, closing a stake of 57,501 shares — an estimated $411K sold.

Whitcomb & Hess first reported a position in USA in Q1 2024 and held it in 1 quarter. The position peaked at $411K in Q1 2024. 182 funds tracked by Wall St. Rank hold USA as of Q2 2024.

  • Whitcomb & Hess reported no remaining Liberty All-Star Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Whitcomb & Hess sold 57,501 Liberty All-Star Equity Fund shares in Q2 2024, an estimated $411K.
  • Whitcomb & Hess first reported a position in Liberty All-Star Equity Fund in Q1 2024 and held it in 1 quarter.
  • Whitcomb & Hess's Liberty All-Star Equity Fund position peaked at $411K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2024.

Based on Whitcomb & Hess's 13F filing for Q2 2024, filed 11 Jul 2024.