Patriot Financial Group Insurance Agency’s Halliburton HAL Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-530	Closed	-$17K	–	1036
2022 Q2	$17K	Hold	530	–	–	﹤0.01%	1062
2022 Q1	$20K	Sell	530 -310	-37%	-$10K	﹤0.01%	1086
2021 Q4	$19K	Hold	840	–	–	﹤0.01%	1243
2021 Q3	$18K	Sell	840 -1	-0.1%	-$20	﹤0.01%	1258
2021 Q2	$19K	Hold	841	–	–	﹤0.01%	1205
2021 Q1	$18K	Hold	841	–	–	﹤0.01%	1140
2020 Q4	$16K	Hold	841	–	–	﹤0.01%	1052
2020 Q3	$10K	Sell	841 -9	-1%	-$130	﹤0.01%	1033
2020 Q2	$11K	Buy	850 +841	+9,344%	+$9.06K	﹤0.01%	942
2020 Q1	$0	Buy	9 +8	+800%	+$139	﹤0.01%	1633
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1369
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1371
2019 Q2	$1K	Sell	1 -63	-98%	-$1.64K	﹤0.01%	1244
2019 Q1	$2K	Buy	+64	New	+$1.93K	﹤0.01%	1007
2017 Q4	–	Sell	-200	Closed	-$9K	–	948
2017 Q3	$9K	Hold	200	–	–	0.01%	569
2017 Q2	$8K	Buy	+200	New	+$9.18K	0.01%	573

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HAL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Halliburton (HAL) in Q3 2022, closing a stake of 530 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in HAL in Q2 2017 and held it in 16 quarters. The position peaked at $20K in Q1 2022. 813 funds tracked by Wall St. Rank hold HAL as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Halliburton position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 530 Halliburton shares in Q3 2022, an estimated $17K.
Patriot Financial Group Insurance Agency first reported a position in Halliburton in Q2 2017 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Halliburton position peaked at $20K in Q1 2022.
813 funds tracked by Wall St. Rank held Halliburton as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.