Sigma Planning Corp’s Liberty Energy LBRT Stock Holding History

Sigma Planning Corp’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	–	Sell	-19,000	Closed	-$230K	–	1428
2021 Q3	$230K	Buy	+19,000	New	+$211K	0.01%	1190

Other funds holding LBRT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

THRC Management Cisco, Texas $634M AUM

JWM

JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return

Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sigma Planning Corp's LBRT Position: Q4 2021 in Review

Sigma Planning Corp sold out of Liberty Energy (LBRT) in Q4 2021, closing a stake of 19,000 shares — an estimated $230K sold.

Sigma Planning Corp first reported a position in LBRT in Q3 2021 and held it in 1 quarter. The position peaked at $230K in Q3 2021. 134 funds tracked by Wall St. Rank hold LBRT as of Q4 2021.

Sigma Planning Corp reported no remaining Liberty Energy position as of Q4 2021 after selling out during the quarter.
Sigma Planning Corp sold 19,000 Liberty Energy shares in Q4 2021, an estimated $230K.
Sigma Planning Corp first reported a position in Liberty Energy in Q3 2021 and held it in 1 quarter.
Sigma Planning Corp's Liberty Energy position peaked at $230K in Q3 2021.
134 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.