VitalStone Financial’s Liberty Energy LBRT Stock Holding History

VitalStone Financial’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 Q1	–	Sell	-383	Closed	-$7K	–	546
2023 Q4	$7K	Buy	+383	New	+$7.28K	0.01%	313

Other funds holding LBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

VitalStone Financial's LBRT Position: Q1 2024 in Review

VitalStone Financial sold out of Liberty Energy (LBRT) in Q1 2024, closing a stake of 383 shares — an estimated $7K sold.

VitalStone Financial first reported a position in LBRT in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 337 funds tracked by Wall St. Rank hold LBRT as of Q1 2024.

VitalStone Financial reported no remaining Liberty Energy position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 383 Liberty Energy shares in Q1 2024, an estimated $7K.
VitalStone Financial first reported a position in Liberty Energy in Q4 2023 and held it in 1 quarter.
VitalStone Financial's Liberty Energy position peaked at $7K in Q4 2023.
337 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.