Creative Planning
HALL

Creative Planning’s Hallmark Financial Services, Inc. HALL Stock Holding History

Creative Planning’s Portfolio HALL Stock Details HALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,200
Closed -$43K – 2761
2020
Q4 		$43K Hold
1,200
– – ﹤0.01% 2123
2020
Q3 		$31K Hold
1,200
– – ﹤0.01% 1951
2020
Q2 		$42K Buy
1,200
+50
+4% +$1.68K ﹤0.01% 1777
2020
Q1 		$46K Buy
+1,150
New +$156K ﹤0.01% 1647
2016
Q3 		– Sell
-3
Closed – – 4781
2016
Q2 		$0 Hold
3
– – ﹤0.01% 4569
2016
Q1 		$0 Buy
+3
New +$319 ﹤0.01% 4589

Other funds holding HALL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Creative Planning's HALL Position: Q1 2021 in Review

Creative Planning sold out of Hallmark Financial Services, Inc. (HALL) in Q1 2021, closing a stake of 1,200 shares — an estimated $43K sold.

Creative Planning first reported a position in HALL in Q1 2016 and held it in 6 quarters. The position peaked at $46K in Q1 2020. 43 funds tracked by Wall St. Rank hold HALL as of Q1 2021.

  • Creative Planning reported no remaining Hallmark Financial Services, Inc. position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 1,200 Hallmark Financial Services, Inc. shares in Q1 2021, an estimated $43K.
  • Creative Planning first reported a position in Hallmark Financial Services, Inc. in Q1 2016 and held it in 6 quarters.
  • Creative Planning's Hallmark Financial Services, Inc. position peaked at $46K in Q1 2020.
  • 43 funds tracked by Wall St. Rank held Hallmark Financial Services, Inc. as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.