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Evolution Wealth Advisors’s Halliburton HAL Stock Holding History

Evolution 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
2020
Q1 		– Sell
-346
Closed -$8K – 447
2019
Q4 		$8K Buy
+346
New +$7.29K ﹤0.01% 332
2019
Q3 		– Sell
-235
Closed -$5K – 525
2019
Q2 		$5K Buy
+235
New +$6.1K ﹤0.01% 263

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Evolution Wealth Advisors's HAL Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Halliburton (HAL) in Q1 2020, closing a stake of 346 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in HAL in Q2 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 679 funds tracked by Wall St. Rank hold HAL as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Halliburton position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 346 Halliburton shares in Q1 2020, an estimated $8K.
  • Evolution Wealth Advisors first reported a position in Halliburton in Q2 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Halliburton position peaked at $8K in Q4 2019.
  • 679 funds tracked by Wall St. Rank held Halliburton as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.