TWA
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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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $141B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return