Simplicity Wealth’s Liberty Energy LBRT Stock Holding History

Simplicity Wealth’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	–	Sell	-12,517	Closed	-$261K	–	888
2024 Q2	$261K	Buy	+12,517	New	+$279K	0.01%	1000

Other funds holding LBRT

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Simplicity Wealth's LBRT Position: Q3 2024 in Review

Simplicity Wealth sold out of Liberty Energy (LBRT) in Q3 2024, closing a stake of 12,517 shares — an estimated $261K sold.

Simplicity Wealth first reported a position in LBRT in Q2 2024 and held it in 1 quarter. The position peaked at $261K in Q2 2024. 318 funds tracked by Wall St. Rank hold LBRT as of Q3 2024.

Simplicity Wealth reported no remaining Liberty Energy position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 12,517 Liberty Energy shares in Q3 2024, an estimated $261K.
Simplicity Wealth first reported a position in Liberty Energy in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Liberty Energy position peaked at $261K in Q2 2024.
318 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.