Sage Private Wealth Group’s Halliburton HAL Stock Holding History

Sage Private Wealth Group’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	–	Sell	-886	Closed	-$22K	–	103
2022 Q3	$22K	Sell	886 -28	-3%	-$801	0.03%	109
2022 Q2	$29K	Hold	914	–	–	0.04%	98
2022 Q1	$35K	Hold	914	–	–	0.03%	97
2021 Q4	$20K	Hold	914	–	–	0.02%	118
2021 Q3	$20K	Sell	914 -1,093	-54%	-$22.4K	0.03%	118
2021 Q2	$46K	Hold	2,007	–	–	0.06%	84
2021 Q1	$43K	Hold	2,007	–	–	0.07%	87
2020 Q4	$38K	Buy	+2,007	New	+$31.2K	0.11%	76

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Sage Private Wealth Group's HAL Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Halliburton (HAL) in Q4 2022, closing a stake of 886 shares — an estimated $22K sold.

Sage Private Wealth Group first reported a position in HAL in Q4 2020 and held it in 8 quarters. The position peaked at $46K in Q2 2021. 943 funds tracked by Wall St. Rank hold HAL as of Q4 2022.

Sage Private Wealth Group reported no remaining Halliburton position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 886 Halliburton shares in Q4 2022, an estimated $22K.
Sage Private Wealth Group first reported a position in Halliburton in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Halliburton position peaked at $46K in Q2 2021.
943 funds tracked by Wall St. Rank held Halliburton as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.