AWA
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Amplius Wealth Advisors’s Halliburton HAL Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-578
Closed -$13K – 472
2021
Q4 		$13K Buy
+578
New +$13.7K ﹤0.01% 552

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Amplius Wealth Advisors's HAL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Halliburton (HAL) in Q1 2022, closing a stake of 578 shares — an estimated $13K sold.

Amplius Wealth Advisors first reported a position in HAL in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 863 funds tracked by Wall St. Rank hold HAL as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Halliburton position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 578 Halliburton shares in Q1 2022, an estimated $13K.
  • Amplius Wealth Advisors first reported a position in Halliburton in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Halliburton position peaked at $13K in Q4 2021.
  • 863 funds tracked by Wall St. Rank held Halliburton as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.