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Planning Capital Management Corporation’s Liberty Energy LBRT Stock Holding History

Planning Capital Management Corporation’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
Q3 		$14.8K Hold
776
– – 0.01% 371
2024
Q2 		$16.2K Hold
776
– – 0.01% 328
2024
Q1 		$16.1K Hold
776
– – 0.01% 335
2023
Q4 		$14.1K Buy
+776
New +$14.7K 0.01% 366

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Dimensional Fund Advisors
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Planning Capital Management Corporation's LBRT Position: Q3 2024 in Review

Planning Capital Management Corporation held its Liberty Energy (LBRT) position steady in Q3 2024 at 776 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #371.

Planning Capital Management Corporation first reported a position in LBRT in Q4 2023 and has held it in 4 quarters since. The position peaked at $16.2K in Q2 2024. 318 funds tracked by Wall St. Rank hold LBRT as of Q3 2024.

  • Planning Capital Management Corporation held 776 shares of Liberty Energy worth $14.8K as of Q3 2024.
  • Planning Capital Management Corporation left its Liberty Energy share count unchanged in Q3 2024.
  • Liberty Energy made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #371 holding.
  • Planning Capital Management Corporation first reported a position in Liberty Energy in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Liberty Energy position peaked at $16.2K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.