BerganKDV Wealth Management’s Halliburton HAL Stock Holding History

BerganKDV 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
2023 Q2	$2.57K	Sell	78 -119	-60%	-$3.76K	﹤0.01%	668
2023 Q1	$6.23K	Buy	197 +25	+15%	+$926	﹤0.01%	663
2022 Q4	$6.75K	Sell	172 -174	-50%	-$6.16K	﹤0.01%	629
2022 Q3	$9K	Hold	346	–	–	﹤0.01%	585
2022 Q2	$11K	Sell	346 -16	-4%	-$596	﹤0.01%	576
2022 Q1	$14K	Hold	362	–	–	﹤0.01%	558
2021 Q4	$8K	Buy	362 +1	+0.3%	+$24	﹤0.01%	701
2021 Q3	$8K	Hold	361	–	–	﹤0.01%	674
2021 Q2	$8K	Hold	361	–	–	﹤0.01%	641
2021 Q1	$8K	Sell	361 -200	-36%	-$4.18K	﹤0.01%	608
2020 Q4	$11K	Sell	561 -500	-47%	-$7.76K	﹤0.01%	555
2020 Q3	$13K	Hold	1,061	–	–	﹤0.01%	477
2020 Q2	$14K	Buy	1,061 +455	+75%	+$4.9K	﹤0.01%	492
2020 Q1	$4K	Hold	606	–	–	﹤0.01%	612
2019 Q4	$15K	Buy	606 +106	+21%	+$2.23K	﹤0.01%	486
2019 Q3	$9K	Hold	500	–	–	﹤0.01%	510
2019 Q2	$11K	Hold	500	–	–	﹤0.01%	505
2019 Q1	$15K	Hold	500	–	–	﹤0.01%	467
2018 Q4	$13K	Hold	500	–	–	﹤0.01%	438
2018 Q3	$20K	Sell	500 -217	-30%	-$8.98K	﹤0.01%	421
2018 Q2	$32K	Buy	+717	New	+$35.7K	0.01%	371

Other funds holding HAL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BerganKDV Wealth Management's HAL Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Halliburton (HAL) stake by 60% in Q2 2023, selling an estimated $3.76K and leaving 78 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

BerganKDV Wealth Management first reported a position in HAL in Q2 2018 and has held it in 21 quarters since. The position peaked at $32K in Q2 2018. 912 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

BerganKDV Wealth Management held 78 shares of Halliburton worth $2.57K as of Q2 2023.
BerganKDV Wealth Management sold 119 Halliburton shares in Q2 2023, an estimated $3.76K.
Halliburton made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #668 holding.
BerganKDV Wealth Management first reported a position in Halliburton in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Halliburton position peaked at $32K in Q2 2018.
912 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.