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LGT Financial Advisors’s Liberty Energy LBRT Stock Holding History

LGT 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
2023
Q4 		– Sell
-134
Closed -$2.48K – 923
2023
Q3 		$2.48K Buy
+134
New +$2.21K ﹤0.01% 778

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LGT Financial Advisors's LBRT Position: Q4 2023 in Review

LGT Financial Advisors sold out of Liberty Energy (LBRT) in Q4 2023, closing a stake of 134 shares — an estimated $2.48K sold.

LGT Financial Advisors first reported a position in LBRT in Q3 2023 and held it in 1 quarter. The position peaked at $2.48K in Q3 2023. 313 funds tracked by Wall St. Rank hold LBRT as of Q4 2023.

  • LGT Financial Advisors reported no remaining Liberty Energy position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 134 Liberty Energy shares in Q4 2023, an estimated $2.48K.
  • LGT Financial Advisors first reported a position in Liberty Energy in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Liberty Energy position peaked at $2.48K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.