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Wealthstreet Investment Advisors’s Halliburton HAL Stock Holding History

Wealthstreet Investment 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
2020
Q2 		– Sell
-20,279
Closed -$139K – 333
2020
Q1 		$139K Sell
20,279
-500
-2% -$8.7K 0.02% 293
2019
Q4 		$508K Hold
20,779
– – 0.06% 233
2019
Q3 		$423K Sell
20,779
-4,150
-17% -$85.9K 0.05% 241
2019
Q2 		$567K Sell
24,929
-400
-2% -$10.4K 0.07% 206
2019
Q1 		$742K Sell
25,329
-1,750
-6% -$52.8K 0.1% 171
2018
Q4 		$845K Sell
27,079
-3,446
-11% -$116K 0.12% 150
2018
Q3 		$1.24M Sell
30,525
-54
-0.2% -$2.23K 0.15% 138
2018
Q2 		$1.38M Sell
30,579
-960
-3% -$47.8K 0.18% 125
2018
Q1 		$1.48M Buy
31,539
+1,100
+4% +$54.3K 0.19% 121
2017
Q4 		$1.49M Buy
+30,439
New +$1.34M 0.18% 122

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's HAL Position: Q2 2020 in Review

Wealthstreet Investment Advisors sold out of Halliburton (HAL) in Q2 2020, closing a stake of 20,279 shares — an estimated $139K sold.

Wealthstreet Investment Advisors first reported a position in HAL in Q4 2017 and held it in 10 quarters. The position peaked at $1.49M in Q4 2017. 652 funds tracked by Wall St. Rank hold HAL as of Q2 2020.

  • Wealthstreet Investment Advisors reported no remaining Halliburton position as of Q2 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 20,279 Halliburton shares in Q2 2020, an estimated $139K.
  • Wealthstreet Investment Advisors first reported a position in Halliburton in Q4 2017 and held it in 10 quarters.
  • Wealthstreet Investment Advisors's Halliburton position peaked at $1.49M in Q4 2017.
  • 652 funds tracked by Wall St. Rank held Halliburton as of Q2 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.