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TD Private Client Wealth’s Liberty Energy LBRT Stock Holding History

TD Private Client 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
-562
Closed -$11.7K – 1287
2024
Q2 		$11.7K Buy
562
+111
+25% +$2.48K ﹤0.01% 1019
2024
Q1 		$9.35K Sell
451
-121
-21% -$2.39K ﹤0.01% 1046
2023
Q4 		$10.4K Hold
572
– – ﹤0.01% 1040
2023
Q3 		$10.6K Sell
572
-24
-4% -$396 ﹤0.01% 1023
2023
Q2 		$7.97K Hold
596
– – ﹤0.01% 1083
2023
Q1 		$7.63K Buy
+596
New +$8.82K ﹤0.01% 1067

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

TD Private Client Wealth's LBRT Position: Q3 2024 in Review

TD Private Client Wealth sold out of Liberty Energy (LBRT) in Q3 2024, closing a stake of 562 shares — an estimated $11.7K sold.

TD Private Client Wealth first reported a position in LBRT in Q1 2023 and held it in 6 quarters. The position peaked at $11.7K in Q2 2024. 318 funds tracked by Wall St. Rank hold LBRT as of Q3 2024.

  • TD Private Client Wealth reported no remaining Liberty Energy position as of Q3 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 562 Liberty Energy shares in Q3 2024, an estimated $11.7K.
  • TD Private Client Wealth first reported a position in Liberty Energy in Q1 2023 and held it in 6 quarters.
  • TD Private Client Wealth's Liberty Energy position peaked at $11.7K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2024.

Based on TD Private Client Wealth's 13F filing for Q3 2024, filed 18 Nov 2024.