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Mark Sheptoff Financial Planning’s Liberty Energy LBRT Stock Holding History

Mark Sheptoff Financial Planning’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
-500
Closed -$9.26K – 402
2023
Q3 		$9.26K Buy
+500
New +$8.24K 0.01% 271

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

Mark Sheptoff Financial Planning's LBRT Position: Q4 2023 in Review

Mark Sheptoff Financial Planning sold out of Liberty Energy (LBRT) in Q4 2023, closing a stake of 500 shares — an estimated $9.26K sold.

Mark Sheptoff Financial Planning first reported a position in LBRT in Q3 2023 and held it in 1 quarter. The position peaked at $9.26K in Q3 2023. 313 funds tracked by Wall St. Rank hold LBRT as of Q4 2023.

  • Mark Sheptoff Financial Planning reported no remaining Liberty Energy position as of Q4 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Liberty Energy shares in Q4 2023, an estimated $9.26K.
  • Mark Sheptoff Financial Planning first reported a position in Liberty Energy in Q3 2023 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Liberty Energy position peaked at $9.26K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2023, filed 9 Feb 2024.