JFG Wealth Management’s Halliburton HAL Stock Holding History

JFG Wealth Management’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 Q4	–	Sell	-15,194	Closed	-$328K	–	48
2021 Q3	$328K	Hold	15,194	–	–	0.16%	32
2021 Q2	$351K	Hold	15,194	–	–	0.15%	30
2021 Q1	$326K	Hold	15,194	–	–	0.18%	20
2020 Q4	$287K	Hold	15,194	–	–	0.16%	38
2020 Q3	$183K	Hold	15,194	–	–	0.13%	28
2020 Q2	$197K	Hold	15,194	–	–	0.19%	16
2020 Q1	$104K	Buy	+15,194	New	+$265K	0.17%	12

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JFG Wealth Management's HAL Position: Q4 2021 in Review

JFG Wealth Management sold out of Halliburton (HAL) in Q4 2021, closing a stake of 15,194 shares — an estimated $328K sold.

JFG Wealth Management first reported a position in HAL in Q1 2020 and held it in 7 quarters. The position peaked at $351K in Q2 2021. 731 funds tracked by Wall St. Rank hold HAL as of Q4 2021.

JFG Wealth Management reported no remaining Halliburton position as of Q4 2021 after selling out during the quarter.
JFG Wealth Management sold 15,194 Halliburton shares in Q4 2021, an estimated $328K.
JFG Wealth Management first reported a position in Halliburton in Q1 2020 and held it in 7 quarters.
JFG Wealth Management's Halliburton position peaked at $351K in Q2 2021.
731 funds tracked by Wall St. Rank held Halliburton as of Q4 2021.

Based on JFG Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.