FP
HAL icon

Fiduciary Planning’s Halliburton HAL Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-800
Closed -$17K – 144
2021
Q1 		$17K Hold
800
– – 0.03% 121
2020
Q4 		$15K Hold
800
– – 0.02% 123
2020
Q3 		$10K Buy
+800
New +$11.6K 0.02% 107

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiduciary Planning's HAL Position: Q2 2021 in Review

Fiduciary Planning sold out of Halliburton (HAL) in Q2 2021, closing a stake of 800 shares — an estimated $17K sold.

Fiduciary Planning first reported a position in HAL in Q3 2020 and held it in 3 quarters. The position peaked at $17K in Q1 2021. 681 funds tracked by Wall St. Rank hold HAL as of Q2 2021.

  • Fiduciary Planning reported no remaining Halliburton position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 800 Halliburton shares in Q2 2021, an estimated $17K.
  • Fiduciary Planning first reported a position in Halliburton in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Halliburton position peaked at $17K in Q1 2021.
  • 681 funds tracked by Wall St. Rank held Halliburton as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.