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Financial Management Professionals’s Liberty Energy LBRT Stock Holding History

Financial Management Professionals’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
Q1 		– Sell
-1,000
Closed -$19.9K – 1027
2024
Q4 		$19.9K Hold
1,000
– – ﹤0.01% 408
2024
Q3 		$19K Hold
1,000
– – ﹤0.01% 432
2024
Q2 		$21K Hold
1,000
– – ﹤0.01% 379
2024
Q1 		$21K Hold
1,000
– – ﹤0.01% 408
2023
Q4 		$18K Buy
+1,000
New +$19K ﹤0.01% 422

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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Management Professionals's LBRT Position: Q1 2025 in Review

Financial Management Professionals sold out of Liberty Energy (LBRT) in Q1 2025, closing a stake of 1,000 shares — an estimated $19.9K sold.

Financial Management Professionals first reported a position in LBRT in Q4 2023 and held it in 5 quarters. The position peaked at $21K in Q2 2024. 313 funds tracked by Wall St. Rank hold LBRT as of Q1 2025.

  • Financial Management Professionals reported no remaining Liberty Energy position as of Q1 2025 after selling out during the quarter.
  • Financial Management Professionals sold 1,000 Liberty Energy shares in Q1 2025, an estimated $19.9K.
  • Financial Management Professionals first reported a position in Liberty Energy in Q4 2023 and held it in 5 quarters.
  • Financial Management Professionals's Liberty Energy position peaked at $21K in Q2 2024.
  • 313 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.