WIA
ASG

World Investment Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

World Investment Advisors’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
2025
Q1 		– Sell
-131,855
Closed -$745K – 1057
2024
Q4 		$745K Buy
131,855
+52,250
+66% +$301K 0.02% 551
2024
Q3 		$447K Buy
+79,605
New +$429K 0.01% 614

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

World Investment Advisors's ASG Position: Q1 2025 in Review

World Investment Advisors sold out of Liberty All-Star Growth Fund (ASG) in Q1 2025, closing a stake of 131,855 shares — an estimated $745K sold.

World Investment Advisors first reported a position in ASG in Q3 2024 and held it in 2 quarters. The position peaked at $745K in Q4 2024. 71 funds tracked by Wall St. Rank hold ASG as of Q1 2025.

  • World Investment Advisors reported no remaining Liberty All-Star Growth Fund position as of Q1 2025 after selling out during the quarter.
  • World Investment Advisors sold 131,855 Liberty All-Star Growth Fund shares in Q1 2025, an estimated $745K.
  • World Investment Advisors first reported a position in Liberty All-Star Growth Fund in Q3 2024 and held it in 2 quarters.
  • World Investment Advisors's Liberty All-Star Growth Fund position peaked at $745K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.