Liberty Wealth Management’s Halliburton HAL Stock Holding History

Liberty 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
2020 Q4	–	Sell	-891	Closed	-$11K	–	1001
2020 Q3	$11K	Buy	891 +3	+0.3%	+$43	0.01%	498
2020 Q2	$12K	Sell	888 -26	-3%	-$280	0.01%	458
2020 Q1	$6K	Buy	914 +59	+7%	+$1.03K	0.01%	541
2019 Q4	$21K	Sell	855 -172	-17%	-$3.63K	0.02%	406
2019 Q3	$19K	Buy	1,027 +136	+15%	+$2.81K	0.02%	404
2019 Q2	$20K	Buy	891 +6	+0.7%	+$156	0.02%	410
2019 Q1	$25K	Buy	885 +6	+0.7%	+$181	0.02%	312
2018 Q4	$23K	Buy	+879	New	+$29.7K	0.02%	300

Other funds holding HAL

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

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

BlackRock New York $5.72T AUM 30.48% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Liberty Wealth Management's HAL Position: Q4 2020 in Review

Liberty Wealth Management sold out of Halliburton (HAL) in Q4 2020, closing a stake of 891 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in HAL in Q4 2018 and held it in 8 quarters. The position peaked at $25K in Q1 2019. 697 funds tracked by Wall St. Rank hold HAL as of Q4 2020.

Liberty Wealth Management reported no remaining Halliburton position as of Q4 2020 after selling out during the quarter.
Liberty Wealth Management sold 891 Halliburton shares in Q4 2020, an estimated $11K.
Liberty Wealth Management first reported a position in Halliburton in Q4 2018 and held it in 8 quarters.
Liberty Wealth Management's Halliburton position peaked at $25K in Q1 2019.
697 funds tracked by Wall St. Rank held Halliburton as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.