Institutional & Family Asset Management’s Liberty Energy LBRT Stock Holding History

Institutional & Family Asset 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 Q2	$940	Buy	45 +21	+88%	+$468	﹤0.01%	651
2024 Q1	$497	Sell	24 -44	-65%	-$870	﹤0.01%	690
2023 Q4	$1.23K	Sell	68 -1	-1%	-$19	﹤0.01%	599
2023 Q3	$1.28K	Hold	69	–	–	﹤0.01%	588
2023 Q2	$923	Hold	69	–	–	﹤0.01%	636
2023 Q1	$884	Buy	69 +15	+28%	+$222	﹤0.01%	639
2022 Q4	$865	Buy	+54	New	+$859	﹤0.01%	611

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Institutional & Family Asset Management's LBRT Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Liberty Energy (LBRT) stake by 88% in Q2 2024, buying an estimated $468 and bringing the position to 45 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Institutional & Family Asset Management first reported a position in LBRT in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.28K in Q3 2023. 331 funds tracked by Wall St. Rank hold LBRT as of Q2 2024.

Institutional & Family Asset Management held 45 shares of Liberty Energy worth $940 as of Q2 2024.
Institutional & Family Asset Management bought 21 Liberty Energy shares in Q2 2024, an estimated $468.
Liberty Energy made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #651 holding.
Institutional & Family Asset Management first reported a position in Liberty Energy in Q4 2022 and has held it in 7 quarters since.
Institutional & Family Asset Management's Liberty Energy position peaked at $1.28K in Q3 2023.
331 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.