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Wealthspire Advisors (Maryland)’s Halliburton HAL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$148K Buy
+12,281
New +$178K 0.01% 457
2019
Q2 		– Sell
-7,564
Closed -$222K – 1099
2019
Q1 		$222K Buy
7,564
+762
+11% +$23K 0.02% 412
2018
Q4 		$181K Buy
6,802
+2,025
+42% +$68.3K 0.02% 423
2018
Q3 		$194K Sell
4,777
-1,128
-19% -$46.7K 0.02% 469
2018
Q2 		$266K Sell
5,905
-153
-3% -$7.62K 0.02% 391
2018
Q1 		$284K Buy
6,058
+312
+5% +$15.4K 0.03% 373
2017
Q4 		$281K Buy
5,746
+1,197
+26% +$52.8K 0.03% 386
2017
Q3 		$209K Buy
4,549
+298
+7% +$12.5K 0.02% 458
2017
Q2 		$182K Buy
4,251
+167
+4% +$7.67K 0.02% 484
2017
Q1 		$201K Buy
4,084
+499
+14% +$26.8K 0.03% 393
2016
Q4 		$194K Buy
3,585
+145
+4% +$7.23K 0.03% 379
2016
Q3 		$154K Buy
3,440
+453
+15% +$19.8K 0.02% 456
2016
Q2 		$135K Sell
2,987
-110
-4% -$4.53K 0.02% 470
2016
Q1 		$111K Sell
3,097
-379
-11% -$12.4K 0.02% 498
2015
Q4 		$118K Buy
+3,476
New +$131K 0.02% 486

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HAL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Halliburton (HAL) in Q3 2020: 12,281 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in HAL as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in HAL in Q4 2015 and has held it in 15 quarters since. The position peaked at $284K in Q1 2018. 679 funds tracked by Wall St. Rank hold HAL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 12,281 shares of Halliburton worth $148K as of Q3 2020.
  • Halliburton was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Halliburton made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #457 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Halliburton in Q4 2015 and has held it in 15 quarters since.
  • Wealthspire Advisors (Maryland)'s Halliburton position peaked at $284K in Q1 2018.
  • 679 funds tracked by Wall St. Rank held Halliburton as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.