WR Wealth Planners’s Liberty All-Star Equity Fund USA Stock Holding History

WR Wealth Planners’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	-1,167	Closed	-$8.34K	–	1220
2024 Q1	$8.34K	Buy	+1,167	New	+$7.8K	﹤0.01%	633
2023 Q4	–	Sell	-1,167	Closed	-$6.91K	–	823
2023 Q3	$6.91K	Hold	1,167	–	–	﹤0.01%	631
2023 Q2	$7.55K	Hold	1,167	–	–	﹤0.01%	619
2023 Q1	$7.24K	Buy	+1,167	New	+$7.17K	﹤0.01%	625

Other funds holding USA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WR Wealth Planners's USA Position: Q2 2024 in Review

WR Wealth Planners sold out of Liberty All-Star Equity Fund (USA) in Q2 2024, closing a stake of 1,167 shares — an estimated $8.34K sold.

WR Wealth Planners first reported a position in USA in Q1 2023 and held it in 4 quarters. The position peaked at $8.34K in Q1 2024. 182 funds tracked by Wall St. Rank hold USA as of Q2 2024.

WR Wealth Planners reported no remaining Liberty All-Star Equity Fund position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 1,167 Liberty All-Star Equity Fund shares in Q2 2024, an estimated $8.34K.
WR Wealth Planners first reported a position in Liberty All-Star Equity Fund in Q1 2023 and held it in 4 quarters.
WR Wealth Planners's Liberty All-Star Equity Fund position peaked at $8.34K in Q1 2024.
182 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.