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Summit Wealth & Retirement Planning’s Halliburton HAL Stock Holding History

Summit Wealth & Retirement Planning’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 		– Sell
-11,496
Closed -$139K – 112
2020
Q3 		$139K Sell
11,496
-3,900
-25% -$56.5K 0.06% 104
2020
Q2 		$200K Sell
15,396
-1,820
-11% -$19.6K 0.09% 108
2020
Q1 		$118K Sell
17,216
-1,625
-9% -$28.3K 0.06% 110
2019
Q4 		$461K Sell
18,841
-604
-3% -$12.7K 0.21% 86
2019
Q3 		$367K Buy
19,445
+220
+1% +$4.55K 0.22% 89
2019
Q2 		$437K Buy
+19,225
New +$499K 0.26% 81

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Summit Wealth & Retirement Planning's HAL Position: Q4 2020 in Review

Summit Wealth & Retirement Planning sold out of Halliburton (HAL) in Q4 2020, closing a stake of 11,496 shares — an estimated $139K sold.

Summit Wealth & Retirement Planning first reported a position in HAL in Q2 2019 and held it in 6 quarters. The position peaked at $461K in Q4 2019. 697 funds tracked by Wall St. Rank hold HAL as of Q4 2020.

  • Summit Wealth & Retirement Planning reported no remaining Halliburton position as of Q4 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 11,496 Halliburton shares in Q4 2020, an estimated $139K.
  • Summit Wealth & Retirement Planning first reported a position in Halliburton in Q2 2019 and held it in 6 quarters.
  • Summit Wealth & Retirement Planning's Halliburton position peaked at $461K in Q4 2019.
  • 697 funds tracked by Wall St. Rank held Halliburton as of Q4 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2020, filed 9 Feb 2021.