APWM
HAL icon

Atlas Private Wealth Management’s Halliburton HAL Stock Holding History

Atlas Private Wealth Management’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
Q3 		– Sell
-1,200
Closed -$16K – 425
2020
Q2 		$16K Hold
1,200
– – 0.01% 287
2020
Q1 		$8K Hold
1,200
– – 0.01% 324
2019
Q4 		$29K Buy
+1,200
New +$25.3K 0.02% 248

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Atlas Private Wealth Management's HAL Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Halliburton (HAL) in Q3 2020, closing a stake of 1,200 shares — an estimated $16K sold.

Atlas Private Wealth Management first reported a position in HAL in Q4 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 678 funds tracked by Wall St. Rank hold HAL as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Halliburton position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 1,200 Halliburton shares in Q3 2020, an estimated $16K.
  • Atlas Private Wealth Management first reported a position in Halliburton in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's Halliburton position peaked at $29K in Q4 2019.
  • 678 funds tracked by Wall St. Rank held Halliburton as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.