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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

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Growth Fund held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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