AE Wealth Management’s Liberty Energy LBRT Stock Holding History

AE Wealth Management’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
2023 Q2	–	Sell	-47,825	Closed	-$613K	–	1991
2023 Q1	$613K	Buy	+47,825	New	+$707K	﹤0.01%	1248

Other funds holding LBRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AE Wealth Management's LBRT Position: Q2 2023 in Review

AE Wealth Management sold out of Liberty Energy (LBRT) in Q2 2023, closing a stake of 47,825 shares — an estimated $613K sold.

AE Wealth Management first reported a position in LBRT in Q1 2023 and held it in 1 quarter. The position peaked at $613K in Q1 2023. 264 funds tracked by Wall St. Rank hold LBRT as of Q2 2023.

AE Wealth Management reported no remaining Liberty Energy position as of Q2 2023 after selling out during the quarter.
AE Wealth Management sold 47,825 Liberty Energy shares in Q2 2023, an estimated $613K.
AE Wealth Management first reported a position in Liberty Energy in Q1 2023 and held it in 1 quarter.
AE Wealth Management's Liberty Energy position peaked at $613K in Q1 2023.
264 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.