CPCM
LBRT icon

Cardinal Point Capital Management’s Liberty Energy LBRT Stock Holding History

Cardinal Point Capital 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
Q4 		– Sell
-400,000
Closed -$7.64M – 90
2024
Q3 		$7.64M Buy
+400,000
New +$8.26M 1.27% 13

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cardinal Point Capital Management's LBRT Position: Q4 2024 in Review

Cardinal Point Capital Management sold out of Liberty Energy (LBRT) in Q4 2024, closing a stake of 400,000 shares — an estimated $7.64M sold.

Cardinal Point Capital Management first reported a position in LBRT in Q3 2024 and held it in 1 quarter. The position peaked at $7.64M in Q3 2024. 326 funds tracked by Wall St. Rank hold LBRT as of Q4 2024.

  • Cardinal Point Capital Management reported no remaining Liberty Energy position as of Q4 2024 after selling out during the quarter.
  • Cardinal Point Capital Management sold 400,000 Liberty Energy shares in Q4 2024, an estimated $7.64M.
  • Cardinal Point Capital Management first reported a position in Liberty Energy in Q3 2024 and held it in 1 quarter.
  • Cardinal Point Capital Management's Liberty Energy position peaked at $7.64M in Q3 2024.
  • 326 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2024.

Based on Cardinal Point Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.