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MPS Loria Financial Planners’s Halliburton HAL Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-117
Closed -$2K – 305
2021
Q1 		$2K Hold
117
– – ﹤0.01% 438
2020
Q4 		$2K Buy
+117
New +$1.82K ﹤0.01% 465

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MPS Loria Financial Planners's HAL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Halliburton (HAL) in Q2 2021, closing a stake of 117 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in HAL in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 681 funds tracked by Wall St. Rank hold HAL as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Halliburton position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 117 Halliburton shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Halliburton in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Halliburton position peaked at $2K in Q1 2021.
  • 681 funds tracked by Wall St. Rank held Halliburton as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.