Wipfli Financial Advisors’s Liberty Energy LBRT Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$1K	Buy	+63	New	+$851	﹤0.01%	2439

Other funds holding LBRT

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JWM

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

Wipfli Financial Advisors's LBRT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Liberty Energy (LBRT) in Q3 2022: 63 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2439 among its holdings.

213 funds tracked by Wall St. Rank hold LBRT as of Q3 2022.

Wipfli Financial Advisors held 63 shares of Liberty Energy worth $1K as of Q3 2022.
Liberty Energy was a new Wipfli Financial Advisors position in Q3 2022.
Liberty Energy made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2439 holding.
213 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.