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CFM Wealth Partners’s Halliburton HAL Stock Holding History

CFM Wealth Partners’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
-2,885
Closed -$37K – 277
2020
Q2 		$37K Hold
2,885
– – 0.01% 307
2020
Q1 		$20K Sell
2,885
-1,015
-26% -$17.7K 0.01% 366
2019
Q4 		$93K Buy
+3,900
New +$82.2K 0.03% 219

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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

CFM Wealth Partners's HAL Position: Q3 2020 in Review

CFM Wealth Partners sold out of Halliburton (HAL) in Q3 2020, closing a stake of 2,885 shares — an estimated $37K sold.

CFM Wealth Partners first reported a position in HAL in Q4 2019 and held it in 3 quarters. The position peaked at $93K in Q4 2019. 678 funds tracked by Wall St. Rank hold HAL as of Q3 2020.

  • CFM Wealth Partners reported no remaining Halliburton position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 2,885 Halliburton shares in Q3 2020, an estimated $37K.
  • CFM Wealth Partners first reported a position in Halliburton in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Halliburton position peaked at $93K in Q4 2019.
  • 678 funds tracked by Wall St. Rank held Halliburton as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.