TPWA
HAL icon

TRUE Private Wealth Advisors’s Halliburton HAL Stock Holding History

TRUE Private 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
-61
Closed -$1K – 433
2020
Q4 		$1K Hold
61
– – ﹤0.01% 701
2020
Q3 		$0 Hold
61
– – ﹤0.01% 712
2020
Q2 		$0 Hold
61
– – ﹤0.01% 709
2020
Q1 		$0 Sell
61
-8,043
-99% -$140K ﹤0.01% 739
2019
Q4 		$198K Buy
+8,104
New +$171K 0.03% 218
2019
Q3 		– Sell
-8,815
Closed -$200K – 435
2019
Q2 		$200K Sell
8,815
-6,326
-42% -$164K 0.03% 193
2019
Q1 		$443K Buy
15,141
+697
+5% +$21K 0.08% 117
2018
Q4 		$383K Sell
14,444
-3,694
-20% -$125K 0.07% 159
2018
Q3 		$735K Buy
18,138
+4,903
+37% +$203K 0.1% 128
2018
Q2 		$596K Buy
13,235
+244
+2% +$12.2K 0.09% 141
2018
Q1 		$609K Buy
12,991
+4,285
+49% +$211K 0.1% 113
2017
Q4 		$425K Sell
8,706
-151
-2% -$6.66K 0.07% 148
2017
Q3 		$407K Hold
8,857
– – 0.09% 95
2017
Q2 		$378K Hold
8,857
– – 0.09% 97
2017
Q1 		$440K Buy
8,857
+400
+5% +$21.5K 0.1% 87
2016
Q4 		$475K Sell
8,457
-1,002
-11% -$50K 0.12% 84
2016
Q3 		$444K Hold
9,459
– – 0.14% 79
2016
Q2 		$428K Sell
9,459
-1
-0% -$41 0.14% 76
2016
Q1 		$338K Buy
+9,460
New +$309K 0.13% 82

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