Liberty All-Star Growth Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of Liberty All-Star Growth Fund (ASG) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Liberty All-Star Growth Fund
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Quarterly reported holdings in Liberty All-Star Growth Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $80k | 14k | 5.61 |
| 2024-06-30 | $80k | 15k | 5.34 |
| 2024-03-31 | $88k | 16k | 5.49 |
| 2023-12-31 | $87k | 17k | 5.19 |
| 2023-09-30 | $81k | 16k | 4.94 |
| 2022-12-31 | $53k | 11k | 4.93 |
| 2022-09-30 | $129k | 26k | 4.93 |
| 2022-06-30 | $154k | 26k | 5.84 |
| 2022-03-31 | $189k | 25k | 7.54 |
| 2021-12-31 | $90k | 10k | 8.98 |
| 2020-06-30 | $121k | 19k | 6.29 |
| 2020-03-31 | $81k | 17k | 4.67 |