Personal Wealth Partners’s Halliburton HAL Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-9,052	Closed	-$209K	–	203
2021 Q2	$209K	Buy	+9,052	New	+$201K	0.08%	79
2020 Q1	–	Sell	-7,156	Closed	-$175K	–	276
2019 Q4	$175K	Buy	7,156 +51	+0.7%	+$1.07K	0.08%	77
2019 Q3	$134K	Buy	7,105 +66	+0.9%	+$1.37K	0.06%	86
2019 Q2	$160K	Buy	7,039 +55	+0.8%	+$1.43K	0.08%	69
2019 Q1	$205K	Sell	6,984 -581	-8%	-$17.5K	0.11%	56
2018 Q4	$201K	Buy	+7,565	New	+$255K	0.13%	38

Other funds holding HAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal Wealth Partners's HAL Position: Q3 2021 in Review

Personal Wealth Partners sold out of Halliburton (HAL) in Q3 2021, closing a stake of 9,052 shares — an estimated $209K sold.

Personal Wealth Partners first reported a position in HAL in Q4 2018 and held it in 6 quarters. The position peaked at $209K in Q2 2021. 667 funds tracked by Wall St. Rank hold HAL as of Q3 2021.

Personal Wealth Partners reported no remaining Halliburton position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 9,052 Halliburton shares in Q3 2021, an estimated $209K.
Personal Wealth Partners first reported a position in Halliburton in Q4 2018 and held it in 6 quarters.
Personal Wealth Partners's Halliburton position peaked at $209K in Q2 2021.
667 funds tracked by Wall St. Rank held Halliburton as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.