AI
LBRT icon

AdvisorShares Investments’s Liberty Energy LBRT Stock Holding History

AdvisorShares Investments’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
2024
Q2 		– Sell
-23,900
Closed -$495K – 296
2024
Q1 		$495K Buy
+23,900
New +$473K 0.08% 141

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AdvisorShares Investments's LBRT Position: Q2 2024 in Review

AdvisorShares Investments sold out of Liberty Energy (LBRT) in Q2 2024, closing a stake of 23,900 shares — an estimated $495K sold.

AdvisorShares Investments first reported a position in LBRT in Q1 2024 and held it in 1 quarter. The position peaked at $495K in Q1 2024. 331 funds tracked by Wall St. Rank hold LBRT as of Q2 2024.

  • AdvisorShares Investments reported no remaining Liberty Energy position as of Q2 2024 after selling out during the quarter.
  • AdvisorShares Investments sold 23,900 Liberty Energy shares in Q2 2024, an estimated $495K.
  • AdvisorShares Investments first reported a position in Liberty Energy in Q1 2024 and held it in 1 quarter.
  • AdvisorShares Investments's Liberty Energy position peaked at $495K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2024.

Based on AdvisorShares Investments's 13F filing for Q2 2024, filed 7 Aug 2024.