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Edge Financial Advisors’s Liberty Energy LBRT Stock Holding History

Edge Financial 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
2024
Q2 		– Sell
-12,220
Closed -$253K – 113
2024
Q1 		$253K Buy
+12,220
New +$242K 0.22% 114

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Financial Advisors's LBRT Position: Q2 2024 in Review

Edge Financial Advisors sold out of Liberty Energy (LBRT) in Q2 2024, closing a stake of 12,220 shares — an estimated $253K sold.

Edge Financial Advisors first reported a position in LBRT in Q1 2024 and held it in 1 quarter. The position peaked at $253K in Q1 2024. 331 funds tracked by Wall St. Rank hold LBRT as of Q2 2024.

  • Edge Financial Advisors reported no remaining Liberty Energy position as of Q2 2024 after selling out during the quarter.
  • Edge Financial Advisors sold 12,220 Liberty Energy shares in Q2 2024, an estimated $253K.
  • Edge Financial Advisors first reported a position in Liberty Energy in Q1 2024 and held it in 1 quarter.
  • Edge Financial Advisors's Liberty Energy position peaked at $253K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.