Forvis Mazars Wealth Advisors’s Halliburton HAL Stock Holding History

Forvis Mazars 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
2018 Q1	–	Sell	-10,519	Closed	-$514K	–	246
2017 Q4	$514K	Buy	10,519 +774	+8%	+$34.1K	0.05%	150
2017 Q3	$449K	Buy	9,745 +304	+3%	+$12.7K	0.05%	145
2017 Q2	$403K	Buy	9,441 +578	+7%	+$26.5K	0.05%	150
2017 Q1	$436K	Buy	8,863 +4,891	+123%	+$263K	0.05%	137
2016 Q4	$215K	Buy	+3,972	New	+$198K	0.03%	194
2014 Q3	–	Sell	-3,057	Closed	-$217K	–	142
2014 Q2	$217K	Buy	+3,057	New	+$196K	0.04%	135

Other funds holding HAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return