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Woodley Farra Manion Portfolio Management’s Liberty All-Star Equity Fund USA Stock Holding History

Woodley Farra Manion Portfolio 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
Q1 		– Sell
-13,000
Closed -$84.9K – 110
2023
Q4 		$84.9K Hold
13,000
– – 0.01% 98
2023
Q3 		$77K Buy
+13,000
New +$82.6K 0.01% 98

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 $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's USA Position: Q1 2024 in Review

Woodley Farra Manion Portfolio Management sold out of Liberty All-Star Equity Fund (USA) in Q1 2024, closing a stake of 13,000 shares — an estimated $84.9K sold.

Woodley Farra Manion Portfolio Management first reported a position in USA in Q3 2023 and held it in 2 quarters. The position peaked at $84.9K in Q4 2023. 181 funds tracked by Wall St. Rank hold USA as of Q1 2024.

  • Woodley Farra Manion Portfolio Management reported no remaining Liberty All-Star Equity Fund position as of Q1 2024 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 13,000 Liberty All-Star Equity Fund shares in Q1 2024, an estimated $84.9K.
  • Woodley Farra Manion Portfolio Management first reported a position in Liberty All-Star Equity Fund in Q3 2023 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's Liberty All-Star Equity Fund position peaked at $84.9K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2024.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2024, filed 10 May 2024.