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PFS Investments’s Liberty Energy LBRT Stock Holding History

PFS Investments’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
Q2 		$339K Buy
25,342
+2,026
+9% +$26.3K 0.01% 431
2023
Q1 		$310K Buy
23,316
+12,551
+117% +$186K 0.01% 431
2022
Q4 		$172K Buy
+10,765
New +$171K ﹤0.01% 432

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PFS Investments's LBRT Position: Q2 2023 in Review

PFS Investments increased its Liberty Energy (LBRT) stake by 8.7% in Q2 2023, buying an estimated $26.3K and bringing the position to 25,342 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #431.

PFS Investments first reported a position in LBRT in Q4 2022 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold LBRT as of Q2 2023.

  • PFS Investments held 25,342 shares of Liberty Energy worth $339K as of Q2 2023.
  • PFS Investments bought 2,026 Liberty Energy shares in Q2 2023, an estimated $26.3K.
  • Liberty Energy made up 0.01% of PFS Investments's portfolio in Q2 2023, its #431 holding.
  • PFS Investments first reported a position in Liberty Energy in Q4 2022 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.