AWM
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Avior Wealth Management’s Liberty Energy LBRT Stock Holding History

Avior 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
2024
Q2 		– Sell
-33
Closed -$683 – 3055
2024
Q1 		$683 Buy
+33
New +$653 ﹤0.01% 2482

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T. Rowe Price Investment Management
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Macquarie Group
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American Century Companies
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Geode Capital Management
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Avior Wealth Management's LBRT Position: Q2 2024 in Review

Avior Wealth Management sold out of Liberty Energy (LBRT) in Q2 2024, closing a stake of 33 shares — an estimated $683 sold.

Avior Wealth Management first reported a position in LBRT in Q1 2024 and held it in 1 quarter. The position peaked at $683 in Q1 2024. 331 funds tracked by Wall St. Rank hold LBRT as of Q2 2024.

  • Avior Wealth Management reported no remaining Liberty Energy position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 33 Liberty Energy shares in Q2 2024, an estimated $683.
  • Avior Wealth Management first reported a position in Liberty Energy in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Liberty Energy position peaked at $683 in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.