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TFO Wealth Partners’s Liberty Energy LBRT Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-7
Closed -$145 – 448
2024
Q1 		$145 Hold
7
– – ﹤0.01% 568
2023
Q4 		$127 Hold
7
– – ﹤0.01% 757
2023
Q3 		$94 Hold
7
– – ﹤0.01% 980
2023
Q2 		$94 Hold
7
– – ﹤0.01% 673
2023
Q1 		$90 Buy
7
+4
+133% +$59 ﹤0.01% 674
2022
Q4 		$649 Buy
+3
New +$48 ﹤0.01% 441

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TFO Wealth Partners's LBRT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Liberty Energy (LBRT) in Q2 2024, closing a stake of 7 shares — an estimated $145 sold.

TFO Wealth Partners first reported a position in LBRT in Q4 2022 and held it in 6 quarters. The position peaked at $649 in Q4 2022. 331 funds tracked by Wall St. Rank hold LBRT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Liberty Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Liberty Energy shares in Q2 2024, an estimated $145.
  • TFO Wealth Partners first reported a position in Liberty Energy in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Liberty Energy position peaked at $649 in Q4 2022.
  • 331 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.