Continuum Advisory’s Liberty Energy LBRT Stock Holding History

Continuum Advisory’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	-103	Closed	-$1.79K	–	1921
2024 Q3	$1.79K	Buy	+103	New	+$2.13K	﹤0.01%	1475

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Continuum Advisory's LBRT Position: Q4 2024 in Review

Continuum Advisory sold out of Liberty Energy (LBRT) in Q4 2024, closing a stake of 103 shares — an estimated $1.79K sold.

Continuum Advisory first reported a position in LBRT in Q3 2024 and held it in 1 quarter. The position peaked at $1.79K in Q3 2024. 326 funds tracked by Wall St. Rank hold LBRT as of Q4 2024.

Continuum Advisory reported no remaining Liberty Energy position as of Q4 2024 after selling out during the quarter.
Continuum Advisory sold 103 Liberty Energy shares in Q4 2024, an estimated $1.79K.
Continuum Advisory first reported a position in Liberty Energy in Q3 2024 and held it in 1 quarter.
Continuum Advisory's Liberty Energy position peaked at $1.79K in Q3 2024.
326 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.