SWS
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SYSTM Wealth Solutions’s Liberty Energy LBRT Stock Holding History

SYSTM Wealth Solutions’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
Q1 		– Sell
-718
Closed -$13K – 1032
2023
Q4 		$13K Buy
+718
New +$13.6K ﹤0.01% 796

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

SYSTM Wealth Solutions's LBRT Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Liberty Energy (LBRT) in Q1 2024, closing a stake of 718 shares — an estimated $13K sold.

SYSTM Wealth Solutions first reported a position in LBRT in Q4 2023 and held it in 1 quarter. The position peaked at $13K in Q4 2023. 337 funds tracked by Wall St. Rank hold LBRT as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Liberty Energy position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 718 Liberty Energy shares in Q1 2024, an estimated $13K.
  • SYSTM Wealth Solutions first reported a position in Liberty Energy in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Liberty Energy position peaked at $13K in Q4 2023.
  • 337 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.