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Tucker Asset Management’s Liberty Energy LBRT Stock Holding History

Tucker Asset Management’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
Q3 		– Sell
-7,293
Closed -$97.5K – 1484
2023
Q2 		$97.5K Buy
+7,293
New +$94.5K 0.03% 175

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T. Rowe Price Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tucker Asset Management's LBRT Position: Q3 2023 in Review

Tucker Asset Management sold out of Liberty Energy (LBRT) in Q3 2023, closing a stake of 7,293 shares — an estimated $97.5K sold.

Tucker Asset Management first reported a position in LBRT in Q2 2023 and held it in 1 quarter. The position peaked at $97.5K in Q2 2023. 262 funds tracked by Wall St. Rank hold LBRT as of Q3 2023.

  • Tucker Asset Management reported no remaining Liberty Energy position as of Q3 2023 after selling out during the quarter.
  • Tucker Asset Management sold 7,293 Liberty Energy shares in Q3 2023, an estimated $97.5K.
  • Tucker Asset Management first reported a position in Liberty Energy in Q2 2023 and held it in 1 quarter.
  • Tucker Asset Management's Liberty Energy position peaked at $97.5K in Q2 2023.
  • 262 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2023.

Based on Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.