SFSIG
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San Francisco Sentry Investment Group’s Liberty Energy LBRT Stock Holding History

San Francisco Sentry Investment 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
2020
Q2 		– Sell
-244
Closed -$1K – 779
2020
Q1 		$1K Buy
+244
New +$1.7K ﹤0.01% 772

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $503M AUM 0.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

San Francisco Sentry Investment Group's LBRT Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of Liberty Energy (LBRT) in Q2 2020, closing a stake of 244 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in LBRT in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 110 funds tracked by Wall St. Rank hold LBRT as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining Liberty Energy position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 244 Liberty Energy shares in Q2 2020, an estimated $1K.
  • San Francisco Sentry Investment Group first reported a position in Liberty Energy in Q1 2020 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's Liberty Energy position peaked at $1K in Q1 2020.
  • 110 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.