CIBC Private Wealth Group
LBRT icon

CIBC Private Wealth Group’s Liberty Energy LBRT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$15.1K Sell
820
-3,035
-79% -$50.7K ﹤0.01% 2268
2025
Q3 		$47.6K Buy
3,855
+3,550
+1,164% +$41.1K ﹤0.01% 1822
2025
Q2 		$3.5K Hold
305
– – ﹤0.01% 2524
2025
Q1 		$3.05K Sell
305
-1,892
-86% -$34K ﹤0.01% 2589
2024
Q4 		$47K Buy
2,197
+1,583
+258% +$29.3K ﹤0.01% 1702
2024
Q3 		$11.7K Hold
614
– – ﹤0.01% 2356
2024
Q2 		$12.3K Buy
614
+125
+26% +$2.79K ﹤0.01% 2217
2024
Q1 		$10.3K Buy
+489
New +$9.67K ﹤0.01% 2262

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Dimensional Fund Advisors
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American Century Companies
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return