MFS
LBRT icon

Mirabella Financial Services’s Liberty Energy LBRT Stock Holding History

Mirabella Financial Services’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 		– Sell
-9,686
Closed -$200K – 577
2024
Q1 		$200K Buy
+9,686
New +$192K 0.01% 461
2023
Q3 		– Sell
-33,172
Closed -$444K – 517
2023
Q2 		$444K Buy
+33,172
New +$430K 0.05% 308

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirabella Financial Services's LBRT Position: Q2 2024 in Review

Mirabella Financial Services sold out of Liberty Energy (LBRT) in Q2 2024, closing a stake of 9,686 shares — an estimated $200K sold.

Mirabella Financial Services first reported a position in LBRT in Q2 2023 and held it in 2 quarters. The position peaked at $444K in Q2 2023. 331 funds tracked by Wall St. Rank hold LBRT as of Q2 2024.

  • Mirabella Financial Services reported no remaining Liberty Energy position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 9,686 Liberty Energy shares in Q2 2024, an estimated $200K.
  • Mirabella Financial Services first reported a position in Liberty Energy in Q2 2023 and held it in 2 quarters.
  • Mirabella Financial Services's Liberty Energy position peaked at $444K in Q2 2023.
  • 331 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.