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Avantax Advisory Services’s Liberty Energy LBRT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$124K Sell
10,824
-227
-2% -$2.75K ﹤0.01% 2272
2025
Q1 		$175K Sell
11,051
-4,643
-30% -$83.4K ﹤0.01% 2120
2024
Q4 		$312K Sell
15,694
-5,038
-24% -$93.2K ﹤0.01% 1754
2024
Q3 		$396K Sell
20,732
-322
-2% -$6.65K ﹤0.01% 1568
2024
Q2 		$440K Buy
+21,054
New +$470K ﹤0.01% 1446

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Advisory Services's LBRT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Liberty Energy (LBRT) stake by 2.1% in Q2 2025, selling an estimated $2.75K and leaving 10,824 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Avantax Advisory Services first reported a position in LBRT in Q2 2024 and has held it in 5 quarters since. The position peaked at $440K in Q2 2024. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

  • Avantax Advisory Services held 10,824 shares of Liberty Energy worth $124K as of Q2 2025.
  • Avantax Advisory Services sold 227 Liberty Energy shares in Q2 2025, an estimated $2.75K.
  • Liberty Energy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2272 holding.
  • Avantax Advisory Services first reported a position in Liberty Energy in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Liberty Energy position peaked at $440K in Q2 2024.
  • 324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.