AG
LBRT icon

Advisor Group’s Liberty Energy LBRT Stock Holding History

Advisor Group’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,149
Closed -$19K – 5348
2019
Q2 		$19K Hold
1,149
– – ﹤0.01% 4008
2019
Q1 		$17K Buy
1,149
+305
+36% +$4.67K ﹤0.01% 4062
2018
Q4 		$11K Buy
844
+619
+275% +$11.2K ﹤0.01% 4148
2018
Q3 		$5K Buy
+225
New +$4.36K ﹤0.01% 4594

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Advisor Group's LBRT Position: Q3 2019 in Review

Advisor Group sold out of Liberty Energy (LBRT) in Q3 2019, closing a stake of 1,149 shares — an estimated $19K sold.

Advisor Group first reported a position in LBRT in Q3 2018 and held it in 4 quarters. The position peaked at $19K in Q2 2019. 114 funds tracked by Wall St. Rank hold LBRT as of Q3 2019.

  • Advisor Group reported no remaining Liberty Energy position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 1,149 Liberty Energy shares in Q3 2019, an estimated $19K.
  • Advisor Group first reported a position in Liberty Energy in Q3 2018 and held it in 4 quarters.
  • Advisor Group's Liberty Energy position peaked at $19K in Q2 2019.
  • 114 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.