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Bel Air Investment Advisors’s Liberty Energy LBRT Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$354K Buy
+25,000
New +$337K 0.01% 300

Other funds holding LBRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bel Air Investment Advisors's LBRT Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in Liberty Energy (LBRT) in Q2 2021: 25,000 shares worth $354K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

141 funds tracked by Wall St. Rank hold LBRT as of Q2 2021.

  • Bel Air Investment Advisors held 25,000 shares of Liberty Energy worth $354K as of Q2 2021.
  • Liberty Energy was a new Bel Air Investment Advisors position in Q2 2021.
  • Liberty Energy made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #300 holding.
  • 141 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.