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Newbridge Financial Services Group’s Liberty Energy LBRT Stock Holding History

Newbridge Financial Services Group’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
2022
Q4 		– Sell
-100
Closed -$1K – 1487
2022
Q3 		$1K Buy
+100
New +$1.35K ﹤0.01% 1308

Other funds holding LBRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Newbridge Financial Services Group's LBRT Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Liberty Energy (LBRT) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in LBRT in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 250 funds tracked by Wall St. Rank hold LBRT as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining Liberty Energy position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 100 Liberty Energy shares in Q4 2022, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in Liberty Energy in Q3 2022 and held it in 1 quarter.
  • Newbridge Financial Services Group's Liberty Energy position peaked at $1K in Q3 2022.
  • 250 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.