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Point View Wealth Management’s Halliburton HAL Stock Holding History

Point View 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
2020
Q4 		$815K Sell
43,117
-1,714
-4% -$26.6K 0.33% 104
2020
Q3 		$540K Buy
44,831
+5,325
+13% +$77.1K 0.26% 128
2020
Q2 		$513K Sell
39,506
-9,553
-19% -$103K 0.25% 134
2020
Q1 		$336K Buy
49,059
+7,851
+19% +$137K 0.18% 164
2019
Q4 		$1.01M Sell
41,208
-10,019
-20% -$211K 0.42% 79
2019
Q3 		$966K Sell
51,227
-6,551
-11% -$136K 0.44% 78
2019
Q2 		$1.31M Buy
57,778
+12,234
+27% +$318K 0.56% 59
2019
Q1 		$1.33M Buy
45,544
+5,592
+14% +$169K 0.59% 53
2018
Q4 		$1.06M Buy
39,952
+23,422
+142% +$790K 0.54% 62
2018
Q3 		$670K Buy
16,530
+4,597
+39% +$190K 0.3% 118
2018
Q2 		$538K Sell
11,933
-383
-3% -$19.1K 0.25% 135
2018
Q1 		$578K Buy
12,316
+1,860
+18% +$91.8K 0.28% 125
2017
Q4 		$511K Buy
10,456
+1,023
+11% +$45.1K 0.24% 139
2017
Q3 		$435K Buy
9,433
+1,026
+12% +$43K 0.21% 152
2017
Q2 		$359K Buy
8,407
+1,368
+19% +$62.8K 0.18% 163
2017
Q1 		$346K Buy
7,039
+1,020
+17% +$54.9K 0.18% 161
2016
Q4 		$326K Sell
6,019
-413
-6% -$20.6K 0.19% 159
2016
Q3 		$289K Buy
6,432
+178
+3% +$7.77K 0.17% 168
2016
Q2 		$283K Buy
6,254
+39
+0.6% +$1.6K 0.17% 170
2016
Q1 		$222K Sell
6,215
-62
-1% -$2.02K 0.14% 187
2015
Q4 		$214K Buy
6,277
+240
+4% +$9.05K 0.15% 178
2015
Q3 		$213K Buy
6,037
+532
+10% +$20.9K 0.17% 165
2015
Q2 		$237K Buy
5,505
+146
+3% +$6.73K 0.18% 161
2015
Q1 		$235K Buy
+5,359
New +$223K 0.18% 161
2014
Q4 		– Sell
-4,635
Closed -$299K – 192
2014
Q3 		$299K Sell
4,635
-221
-5% -$15.2K 0.25% 133
2014
Q2 		$345K Sell
4,856
-70
-1% -$4.49K 0.3% 118
2014
Q1 		$290K Sell
4,926
-724
-13% -$38.7K 0.26% 129
2013
Q4 		$287K Buy
+5,650
New +$292K 0.27% 125

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Point View Wealth Management's HAL Position: Q4 2020 in Review

Point View Wealth Management reduced its Halliburton (HAL) stake by 3.8% in Q4 2020, selling an estimated $26.6K and leaving 43,117 shares worth $815K. The position accounts for 0.33% of the portfolio, ranked #104.

Point View Wealth Management first reported a position in HAL in Q4 2013 and has held it in 28 quarters since. The position peaked at $1.33M in Q1 2019. 698 funds tracked by Wall St. Rank hold HAL as of Q4 2020.

  • Point View Wealth Management held 43,117 shares of Halliburton worth $815K as of Q4 2020.
  • Point View Wealth Management sold 1,714 Halliburton shares in Q4 2020, an estimated $26.6K.
  • Halliburton made up 0.33% of Point View Wealth Management's portfolio in Q4 2020, its #104 holding.
  • Point View Wealth Management first reported a position in Halliburton in Q4 2013 and has held it in 28 quarters since.
  • Point View Wealth Management's Halliburton position peaked at $1.33M in Q1 2019.
  • 698 funds tracked by Wall St. Rank held Halliburton as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.