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Personal Capital Advisors’s Halliburton HAL Stock Holding History

Personal Capital 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
Q4 		$469K Sell
11,911
-1,299
-10% -$46K ﹤0.01% 315
2022
Q3 		$325K Buy
13,210
+1,289
+11% +$36.9K ﹤0.01% 345
2022
Q2 		$374K Sell
11,921
-2,234
-16% -$83.3K ﹤0.01% 305
2022
Q1 		$536K Sell
14,155
-572
-4% -$18.5K ﹤0.01% 297
2021
Q4 		$335K Sell
14,727
-202
-1% -$4.78K ﹤0.01% 416
2021
Q3 		$323K Buy
14,929
+591
+4% +$12.1K ﹤0.01% 388
2021
Q2 		$331K Sell
14,338
-116
-0.8% -$2.58K ﹤0.01% 381
2021
Q1 		$310K Sell
14,454
-1,239
-8% -$25.9K ﹤0.01% 377
2020
Q4 		$297K Buy
15,693
+1,761
+13% +$27.3K ﹤0.01% 383
2020
Q3 		$168K Buy
13,932
+321
+2% +$4.65K ﹤0.01% 407
2020
Q2 		$177K Sell
13,611
-68
-0.5% -$733 ﹤0.01% 352
2020
Q1 		$94K Sell
13,679
-1,672
-11% -$29.1K ﹤0.01% 335
2019
Q4 		$376K Buy
+15,351
New +$324K ﹤0.01% 297
2019
Q2 		– Sell
-8,090
Closed -$237K – 332
2019
Q1 		$237K Buy
+8,090
New +$244K ﹤0.01% 297
2018
Q3 		– Sell
-4,792
Closed -$216K – 300
2018
Q2 		$216K Sell
4,792
-19
-0.4% -$946 ﹤0.01% 267
2018
Q1 		$226K Sell
4,811
-11
-0.2% -$543 ﹤0.01% 246
2017
Q4 		$236K Buy
+4,822
New +$213K ﹤0.01% 225

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Personal Capital Advisors's HAL Position: Q4 2022 in Review

Personal Capital Advisors reduced its Halliburton (HAL) stake by 9.8% in Q4 2022, selling an estimated $46K and leaving 11,911 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Personal Capital Advisors first reported a position in HAL in Q4 2017 and has held it in 17 quarters since. The position peaked at $536K in Q1 2022. 943 funds tracked by Wall St. Rank hold HAL as of Q4 2022.

  • Personal Capital Advisors held 11,911 shares of Halliburton worth $469K as of Q4 2022.
  • Personal Capital Advisors sold 1,299 Halliburton shares in Q4 2022, an estimated $46K.
  • Halliburton made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #315 holding.
  • Personal Capital Advisors first reported a position in Halliburton in Q4 2017 and has held it in 17 quarters since.
  • Personal Capital Advisors's Halliburton position peaked at $536K in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Halliburton as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.