WealthStone’s Liberty Energy LBRT Stock Holding History

WealthStone’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
2021 Q1	$188K	Hold	16,724	–	–	0.07%	255
2020 Q4	$172K	Hold	16,724	–	–	0.06%	230
2020 Q3	$134K	Buy	+16,724	New	+$116K	0.06%	176

Other funds holding LBRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

JWM

JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthStone's LBRT Position: Q1 2021 in Review

WealthStone held its Liberty Energy (LBRT) position steady in Q1 2021 at 16,724 shares worth $188K. The position accounts for 0.07% of the portfolio, ranked #255.

WealthStone first reported a position in LBRT in Q3 2020 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold LBRT as of Q1 2021.

WealthStone held 16,724 shares of Liberty Energy worth $188K as of Q1 2021.
WealthStone left its Liberty Energy share count unchanged in Q1 2021.
Liberty Energy made up 0.07% of WealthStone's portfolio in Q1 2021, its #255 holding.
WealthStone first reported a position in Liberty Energy in Q3 2020 and has held it in 3 quarters since.
132 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.