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Lenox Wealth Advisors’s Halliburton HAL Stock Holding History

Lenox 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
2022
Q1 		$10K Sell
260
-85
-25% -$2.75K ﹤0.01% 483
2021
Q4 		$8K Buy
345
+106
+44% +$2.51K ﹤0.01% 539
2021
Q3 		$5K Buy
239
+12
+5% +$246 ﹤0.01% 553
2021
Q2 		$5K Hold
227
– – ﹤0.01% 550
2021
Q1 		$5K Buy
227
+15
+7% +$314 ﹤0.01% 502
2020
Q4 		$4K Hold
212
– – ﹤0.01% 530
2020
Q3 		$3K Buy
212
+1
+0.5% +$14 ﹤0.01% 482
2020
Q2 		$3K Buy
+211
New +$2.27K ﹤0.01% 487
2020
Q1 		– Sell
-9
Closed – – 842
2019
Q4 		$0 Sell
9
-89
-91% -$1.88K ﹤0.01% 761
2019
Q3 		$2K Hold
98
– – ﹤0.01% 501
2019
Q2 		$2K Hold
98
– – ﹤0.01% 358
2019
Q1 		$3K Hold
98
– – ﹤0.01% 455
2018
Q4 		$3K Sell
98
-308
-76% -$10.4K ﹤0.01% 316
2018
Q3 		$16K Hold
406
– – ﹤0.01% 223
2018
Q2 		$18K Sell
406
-57
-12% -$2.84K ﹤0.01% 271
2018
Q1 		$22K Buy
463
+365
+372% +$18K 0.01% 261
2017
Q4 		$5K Buy
98
+97
+9,700% +$4.28K ﹤0.01% 220
2017
Q3 		$0 Buy
+1
New +$42 ﹤0.01% 257
2016
Q1 		– Sell
-127
Closed -$4K – 319
2015
Q4 		$4K Sell
127
-108
-46% -$4.07K ﹤0.01% 253
2015
Q3 		$8K Hold
235
– – ﹤0.01% 204
2015
Q2 		$10K Hold
235
– – ﹤0.01% 138
2015
Q1 		$10K Sell
235
-292
-55% -$12.2K ﹤0.01% 159
2014
Q4 		$21K Sell
527
-194
-27% -$9.44K 0.01% 132
2014
Q3 		$47K Hold
721
– – 0.02% 79
2014
Q2 		$50K Buy
721
+175
+32% +$11.2K 0.02% 60
2014
Q1 		$33K Buy
546
+191
+54% +$10.2K 0.02% 73
2013
Q4 		$18K Buy
355
+101
+40% +$5.22K 0.01% 121
2013
Q3 		$12K Hold
254
– – 0.01% 93
2013
Q2 		$11K Buy
+254
New +$10.6K 0.01% 109

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lenox Wealth Advisors's HAL Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Halliburton (HAL) stake by 25% in Q1 2022, selling an estimated $2.75K and leaving 260 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Lenox Wealth Advisors first reported a position in HAL in Q2 2013 and has held it in 29 quarters since. The position peaked at $50K in Q2 2014. 864 funds tracked by Wall St. Rank hold HAL as of Q1 2022.

  • Lenox Wealth Advisors held 260 shares of Halliburton worth $10K as of Q1 2022.
  • Lenox Wealth Advisors sold 85 Halliburton shares in Q1 2022, an estimated $2.75K.
  • Halliburton made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #483 holding.
  • Lenox Wealth Advisors first reported a position in Halliburton in Q2 2013 and has held it in 29 quarters since.
  • Lenox Wealth Advisors's Halliburton position peaked at $50K in Q2 2014.
  • 864 funds tracked by Wall St. Rank held Halliburton as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.