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Benjamin F. Edwards & Company’s Liberty Energy LBRT Stock Holding History

Benjamin F. Edwards & Company’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 		$28K Buy
1,328
+183
+16% +$4.08K ﹤0.01% 1464
2024
Q1 		$24K Hold
1,145
– – ﹤0.01% 1477
2023
Q4 		$21K Buy
+1,145
New +$21.8K ﹤0.01% 1478

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's LBRT Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Liberty Energy (LBRT) stake by 16% in Q2 2024, buying an estimated $4.08K and bringing the position to 1,328 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Benjamin F. Edwards & Company first reported a position in LBRT in Q4 2023 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold LBRT as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,328 shares of Liberty Energy worth $28K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 183 Liberty Energy shares in Q2 2024, an estimated $4.08K.
  • Liberty Energy made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1464 holding.
  • Benjamin F. Edwards & Company first reported a position in Liberty Energy in Q4 2023 and has held it in 3 quarters since.
  • 331 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.