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Next Financial Group’s Liberty Energy LBRT Stock Holding History

Next Financial 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
2021
Q4 		$10K Buy
+986
New +$11.4K ﹤0.01% 2184

Other funds holding LBRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TM
THRC Management Cisco, Texas $634M AUM
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's LBRT Position: Q4 2021 in Review

Next Financial Group opened a new position in Liberty Energy (LBRT) in Q4 2021: 986 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #2184 among its holdings.

134 funds tracked by Wall St. Rank hold LBRT as of Q4 2021.

  • Next Financial Group held 986 shares of Liberty Energy worth $10K as of Q4 2021.
  • Liberty Energy was a new Next Financial Group position in Q4 2021.
  • Liberty Energy made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2184 holding.
  • 134 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.