IWP
HAL icon

Icon Wealth Partners’s Halliburton HAL Stock Holding History

Icon 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
2019
Q2 		– Sell
-1,629
Closed -$48K – 414
2019
Q1 		$48K Buy
+1,629
New +$49.2K 0.02% 365
2018
Q3 		– Sell
-2,319
Closed -$104K – 450
2018
Q2 		$104K Sell
2,319
-540
-19% -$26.9K 0.04% 232
2018
Q1 		$134K Sell
2,859
-140
-5% -$6.91K 0.07% 212
2017
Q4 		$147K Buy
+2,999
New +$132K 0.07% 213

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Icon Wealth Partners's HAL Position: Q2 2019 in Review

Icon Wealth Partners sold out of Halliburton (HAL) in Q2 2019, closing a stake of 1,629 shares — an estimated $48K sold.

Icon Wealth Partners first reported a position in HAL in Q4 2017 and held it in 4 quarters. The position peaked at $147K in Q4 2017. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

  • Icon Wealth Partners reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,629 Halliburton shares in Q2 2019, an estimated $48K.
  • Icon Wealth Partners first reported a position in Halliburton in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's Halliburton position peaked at $147K in Q4 2017.
  • 789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.