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Money Concepts Capital’s Liberty Energy LBRT Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-50
Closed -$801 – 1836
2022
Q4 		$801 Buy
+50
New +$795 ﹤0.01% 2923
2022
Q2 		– Sell
-50
Closed -$1K – 2110
2022
Q1 		$1K Buy
+50
New +$640 ﹤0.01% 2584

Other funds holding LBRT

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Money Concepts Capital's LBRT Position: Q1 2023 in Review

Money Concepts Capital sold out of Liberty Energy (LBRT) in Q1 2023, closing a stake of 50 shares — an estimated $801 sold.

Money Concepts Capital first reported a position in LBRT in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 258 funds tracked by Wall St. Rank hold LBRT as of Q1 2023.

  • Money Concepts Capital reported no remaining Liberty Energy position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 50 Liberty Energy shares in Q1 2023, an estimated $801.
  • Money Concepts Capital first reported a position in Liberty Energy in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Liberty Energy position peaked at $1K in Q1 2022.
  • 258 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.