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IndexIQ Advisors’s Liberty Energy LBRT Stock Holding History

IndexIQ 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
2022
Q1 		– Sell
-37,405
Closed -$363K – 1420
2021
Q4 		$363K Sell
37,405
-2,418
-6% -$28.1K 0.01% 856
2021
Q3 		$483K Buy
39,823
+3,989
+11% +$44.2K 0.02% 585
2021
Q2 		$507K Sell
35,834
-260
-0.7% -$3.51K 0.02% 454
2021
Q1 		$408K Sell
36,094
-41,767
-54% -$502K 0.01% 539
2020
Q4 		$803K Buy
77,861
+8,039
+12% +$73.3K 0.03% 267
2020
Q3 		$558K Buy
69,822
+3,787
+6% +$26.3K 0.02% 254
2020
Q2 		$362K Sell
66,035
-4,561
-6% -$21.4K 0.02% 291
2020
Q1 		$190K Buy
+70,596
New +$493K 0.01% 427

Other funds holding LBRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TM
THRC Management Cisco, Texas $634M AUM
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $503M AUM 0.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IndexIQ Advisors's LBRT Position: Q1 2022 in Review

IndexIQ Advisors sold out of Liberty Energy (LBRT) in Q1 2022, closing a stake of 37,405 shares — an estimated $363K sold.

IndexIQ Advisors first reported a position in LBRT in Q1 2020 and held it in 8 quarters. The position peaked at $803K in Q4 2020. 164 funds tracked by Wall St. Rank hold LBRT as of Q1 2022.

  • IndexIQ Advisors reported no remaining Liberty Energy position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 37,405 Liberty Energy shares in Q1 2022, an estimated $363K.
  • IndexIQ Advisors first reported a position in Liberty Energy in Q1 2020 and held it in 8 quarters.
  • IndexIQ Advisors's Liberty Energy position peaked at $803K in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.