Aveo Capital Partners’s Liberty Energy LBRT Stock Holding History

Aveo Capital Partners’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
2022 Q3	–	Sell	-13,878	Closed	-$177K	–	287
2022 Q2	$177K	Hold	13,878	–	–	0.03%	261
2022 Q1	$206K	Hold	13,878	–	–	0.04%	260
2021 Q4	$135K	Hold	13,878	–	–	0.02%	276
2021 Q3	$168K	Hold	13,878	–	–	0.04%	250
2021 Q2	$197K	Hold	13,878	–	–	0.04%	256
2021 Q1	$157K	Buy	+13,878	New	+$167K	0.04%	228

Other funds holding LBRT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JWM

JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return

Aveo Capital Partners's LBRT Position: Q3 2022 in Review

Aveo Capital Partners sold out of Liberty Energy (LBRT) in Q3 2022, closing a stake of 13,878 shares — an estimated $177K sold.

Aveo Capital Partners first reported a position in LBRT in Q1 2021 and held it in 6 quarters. The position peaked at $206K in Q1 2022. 213 funds tracked by Wall St. Rank hold LBRT as of Q3 2022.

Aveo Capital Partners reported no remaining Liberty Energy position as of Q3 2022 after selling out during the quarter.
Aveo Capital Partners sold 13,878 Liberty Energy shares in Q3 2022, an estimated $177K.
Aveo Capital Partners first reported a position in Liberty Energy in Q1 2021 and held it in 6 quarters.
Aveo Capital Partners's Liberty Energy position peaked at $206K in Q1 2022.
213 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2022.

Based on Aveo Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.