MWM
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Modera Wealth Management’s Halliburton HAL Stock Holding History

Modera 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
2022
Q1 		– Sell
-9,893
Closed -$226K – 458
2021
Q4 		$226K Buy
+9,893
New +$234K 0.01% 519

Other funds holding HAL

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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

Modera Wealth Management's HAL Position: Q1 2022 in Review

Modera Wealth Management sold out of Halliburton (HAL) in Q1 2022, closing a stake of 9,893 shares — an estimated $226K sold.

Modera Wealth Management first reported a position in HAL in Q4 2021 and held it in 1 quarter. The position peaked at $226K in Q4 2021. 863 funds tracked by Wall St. Rank hold HAL as of Q1 2022.

  • Modera Wealth Management reported no remaining Halliburton position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 9,893 Halliburton shares in Q1 2022, an estimated $226K.
  • Modera Wealth Management first reported a position in Halliburton in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Halliburton position peaked at $226K in Q4 2021.
  • 863 funds tracked by Wall St. Rank held Halliburton as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.