Wealthcare Capital Management’s Halliburton HAL Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-273	Closed	-$6K	–	320
2021 Q1	$6K	Buy	+273	New	+$5.71K	﹤0.01%	347
2020 Q1	–	Sell	-95	Closed	-$2K	–	424
2019 Q4	$2K	Buy	+95	New	+$2K	﹤0.01%	469
2015 Q3	–	Sell	-152	Closed	-$7K	–	309
2015 Q2	$7K	Sell	152 -1,143	-88%	-$52.7K	﹤0.01%	235
2015 Q1	$57K	Buy	+1,295	New	+$54K	0.01%	225

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthcare Capital Management's HAL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Halliburton (HAL) in Q2 2021, closing a stake of 273 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in HAL in Q1 2015 and held it in 4 quarters. The position peaked at $57K in Q1 2015. 681 funds tracked by Wall St. Rank hold HAL as of Q2 2021.

Wealthcare Capital Management reported no remaining Halliburton position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 273 Halliburton shares in Q2 2021, an estimated $6K.
Wealthcare Capital Management first reported a position in Halliburton in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Halliburton position peaked at $57K in Q1 2015.
681 funds tracked by Wall St. Rank held Halliburton as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.