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TCI Wealth Advisors’s Liberty Energy LBRT Stock Holding History

TCI 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
Q2 		– Sell
-1,223
Closed -$15.7K – 1298
2023
Q1 		$15.7K Hold
1,223
– – ﹤0.01% 835
2022
Q4 		$19.6K Hold
1,223
– – ﹤0.01% 717
2022
Q3 		$16K Buy
1,223
+8
+0.7% +$108 ﹤0.01% 768
2022
Q2 		$16K Hold
1,215
– – ﹤0.01% 738
2022
Q1 		$18K Hold
1,215
– – ﹤0.01% 743
2021
Q4 		$12K Buy
+1,215
New +$14.1K ﹤0.01% 1035
2021
Q3 		– Sell
-181
Closed -$3K – 2486
2021
Q2 		$3K Buy
181
+51
+39% +$688 ﹤0.01% 1787
2021
Q1 		$1K Buy
+130
New +$1.56K ﹤0.01% 2085

Other funds holding LBRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCI Wealth Advisors's LBRT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Liberty Energy (LBRT) in Q2 2023, closing a stake of 1,223 shares — an estimated $15.7K sold.

TCI Wealth Advisors first reported a position in LBRT in Q1 2021 and held it in 8 quarters. The position peaked at $19.6K in Q4 2022. 264 funds tracked by Wall St. Rank hold LBRT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Liberty Energy position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,223 Liberty Energy shares in Q2 2023, an estimated $15.7K.
  • TCI Wealth Advisors first reported a position in Liberty Energy in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Liberty Energy position peaked at $19.6K in Q4 2022.
  • 264 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.