Acima Private Wealth’s Halliburton HAL Stock Holding History

Acima Private Wealth’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-88	Closed	-$1K	–	259
2020 Q1	$1K	Hold	88	–	–	﹤0.01%	258
2019 Q4	$2K	Hold	88	–	–	﹤0.01%	280
2019 Q3	$1K	Hold	88	–	–	﹤0.01%	264
2019 Q2	$2K	Hold	88	–	–	﹤0.01%	235
2019 Q1	$3K	Buy	88 +54	+159%	+$1.63K	﹤0.01%	226
2018 Q4	$1K	Buy	+34	New	+$1.15K	﹤0.01%	277

Other funds holding HAL

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acima Private Wealth's HAL Position: Q2 2020 in Review

Acima Private Wealth sold out of Halliburton (HAL) in Q2 2020, closing a stake of 88 shares — an estimated $1K sold.

Acima Private Wealth first reported a position in HAL in Q4 2018 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 651 funds tracked by Wall St. Rank hold HAL as of Q2 2020.

Acima Private Wealth reported no remaining Halliburton position as of Q2 2020 after selling out during the quarter.
Acima Private Wealth sold 88 Halliburton shares in Q2 2020, an estimated $1K.
Acima Private Wealth first reported a position in Halliburton in Q4 2018 and held it in 6 quarters.
Acima Private Wealth's Halliburton position peaked at $3K in Q1 2019.
651 funds tracked by Wall St. Rank held Halliburton as of Q2 2020.

Based on Acima Private Wealth's 13F filing for Q2 2020, filed 14 May 2021.