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WR Wealth Planners’s Liberty Energy LBRT Stock Holding History

WR Wealth Planners’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
Q4 		$577 Hold
29
– – ﹤0.01% 972
2024
Q3 		$554 Sell
29
-10
-26% -$206 ﹤0.01% 1024
2024
Q2 		$815 Buy
39
+10
+34% +$223 ﹤0.01% 981
2024
Q1 		$601 Buy
+29
New +$574 ﹤0.01% 1018

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's LBRT Position: Q4 2024 in Review

WR Wealth Planners held its Liberty Energy (LBRT) position steady in Q4 2024 at 29 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #972.

WR Wealth Planners first reported a position in LBRT in Q1 2024 and has held it in 4 quarters since. The position peaked at $815 in Q2 2024. 326 funds tracked by Wall St. Rank hold LBRT as of Q4 2024.

  • WR Wealth Planners held 29 shares of Liberty Energy worth $577 as of Q4 2024.
  • WR Wealth Planners left its Liberty Energy share count unchanged in Q4 2024.
  • Liberty Energy made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #972 holding.
  • WR Wealth Planners first reported a position in Liberty Energy in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Liberty Energy position peaked at $815 in Q2 2024.
  • 326 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.