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Sutton Wealth Advisors’s Liberty Energy LBRT Stock Holding History

Sutton Wealth Advisors’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
Q3 		$3.7K Hold
200
– – ﹤0.01% 630
2023
Q2 		$2.67K Buy
+200
New +$2.59K ﹤0.01% 662

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's LBRT Position: Q3 2023 in Review

Sutton Wealth Advisors held its Liberty Energy (LBRT) position steady in Q3 2023 at 200 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Sutton Wealth Advisors first reported a position in LBRT in Q2 2023 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold LBRT as of Q3 2023.

  • Sutton Wealth Advisors held 200 shares of Liberty Energy worth $3.7K as of Q3 2023.
  • Sutton Wealth Advisors left its Liberty Energy share count unchanged in Q3 2023.
  • Liberty Energy made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #630 holding.
  • Sutton Wealth Advisors first reported a position in Liberty Energy in Q2 2023 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.