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FSA Wealth Management’s Liberty Energy LBRT Stock Holding History

FSA Wealth Management’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
Q1 		$16.6K Hold
800
– – 0.01% 271
2023
Q4 		$15K Buy
+800
New +$15.2K 0.01% 273

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

FSA Wealth Management's LBRT Position: Q1 2024 in Review

FSA Wealth Management held its Liberty Energy (LBRT) position steady in Q1 2024 at 800 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #271.

FSA Wealth Management first reported a position in LBRT in Q4 2023 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold LBRT as of Q1 2024.

  • FSA Wealth Management held 800 shares of Liberty Energy worth $16.6K as of Q1 2024.
  • FSA Wealth Management left its Liberty Energy share count unchanged in Q1 2024.
  • Liberty Energy made up 0.01% of FSA Wealth Management's portfolio in Q1 2024, its #271 holding.
  • FSA Wealth Management first reported a position in Liberty Energy in Q4 2023 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.