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Moran Wealth Management’s Liberty Energy LBRT Stock Holding History

Moran Wealth 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
Q4 		– Sell
-88,266
Closed -$1.68M – 436
2024
Q3 		$1.68M Sell
88,266
-124,780
-59% -$2.58M 0.05% 268
2024
Q2 		$4.45M Buy
213,046
+88,855
+72% +$1.98M 0.15% 181
2024
Q1 		$2.57M Buy
124,191
+9,432
+8% +$187K 0.08% 244
2023
Q4 		$2.08M Buy
+114,759
New +$2.18M 0.07% 251

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moran Wealth Management's LBRT Position: Q4 2024 in Review

Moran Wealth Management sold out of Liberty Energy (LBRT) in Q4 2024, closing a stake of 88,266 shares — an estimated $1.68M sold.

Moran Wealth Management first reported a position in LBRT in Q4 2023 and held it in 4 quarters. The position peaked at $4.45M in Q2 2024. 326 funds tracked by Wall St. Rank hold LBRT as of Q4 2024.

  • Moran Wealth Management reported no remaining Liberty Energy position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 88,266 Liberty Energy shares in Q4 2024, an estimated $1.68M.
  • Moran Wealth Management first reported a position in Liberty Energy in Q4 2023 and held it in 4 quarters.
  • Moran Wealth Management's Liberty Energy position peaked at $4.45M in Q2 2024.
  • 326 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.