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Regent Peak Wealth Advisors’s Halliburton HAL Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-674
Closed -$13K – 496
2020
Q4 		$13K Buy
+674
New +$10.5K ﹤0.01% 527

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Regent Peak Wealth Advisors's HAL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Halliburton (HAL) in Q1 2021, closing a stake of 674 shares — an estimated $13K sold.

Regent Peak Wealth Advisors first reported a position in HAL in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 676 funds tracked by Wall St. Rank hold HAL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Halliburton position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 674 Halliburton shares in Q1 2021, an estimated $13K.
  • Regent Peak Wealth Advisors first reported a position in Halliburton in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Halliburton position peaked at $13K in Q4 2020.
  • 676 funds tracked by Wall St. Rank held Halliburton as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.