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Wingate Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-1,000
Closed -$6.95K – 421
2024
Q4 		$6.95K Buy
+1,000
New +$7.19K 0.01% 367

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wingate Wealth Advisors's USA Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Liberty All-Star Equity Fund (USA) in Q1 2025, closing a stake of 1,000 shares — an estimated $6.95K sold.

Wingate Wealth Advisors first reported a position in USA in Q4 2024 and held it in 1 quarter. The position peaked at $6.95K in Q4 2024. 190 funds tracked by Wall St. Rank hold USA as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Liberty All-Star Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,000 Liberty All-Star Equity Fund shares in Q1 2025, an estimated $6.95K.
  • Wingate Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Liberty All-Star Equity Fund position peaked at $6.95K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.