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Frazier Financial Advisors’s Liberty Energy LBRT Stock Holding History

Frazier 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
2025
Q1 		– Sell
-34
Closed -$669 – 645
2024
Q4 		$669 Sell
34
-361
-91% -$6.68K ﹤0.01% 557
2024
Q3 		$7.54K Sell
395
-1,314
-77% -$27.1K 0.01% 436
2024
Q2 		$35.7K Buy
1,709
+850
+99% +$19K 0.03% 197
2024
Q1 		$17.8K Buy
859
+522
+155% +$10.3K 0.01% 292
2023
Q4 		$6.11K Buy
+337
New +$6.4K 0.01% 459

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
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

Frazier Financial Advisors's LBRT Position: Q1 2025 in Review

Frazier Financial Advisors sold out of Liberty Energy (LBRT) in Q1 2025, closing a stake of 34 shares — an estimated $669 sold.

Frazier Financial Advisors first reported a position in LBRT in Q4 2023 and held it in 5 quarters. The position peaked at $35.7K in Q2 2024. 313 funds tracked by Wall St. Rank hold LBRT as of Q1 2025.

  • Frazier Financial Advisors reported no remaining Liberty Energy position as of Q1 2025 after selling out during the quarter.
  • Frazier Financial Advisors sold 34 Liberty Energy shares in Q1 2025, an estimated $669.
  • Frazier Financial Advisors first reported a position in Liberty Energy in Q4 2023 and held it in 5 quarters.
  • Frazier Financial Advisors's Liberty Energy position peaked at $35.7K in Q2 2024.
  • 313 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2025.

Based on Frazier Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.