WAM
HALL

Worth Asset Management’s Hallmark Financial Services, Inc. HALL Stock Holding History

Worth Asset Management’s Portfolio HALL Stock Details HALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,395
Closed -$12.9K – 460
2023
Q2 		$12.9K Buy
+2,395
New +$12.1K 0.01% 275

Other funds holding HALL

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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Worth Asset Management's HALL Position: Q3 2023 in Review

Worth Asset Management sold out of Hallmark Financial Services, Inc. (HALL) in Q3 2023, closing a stake of 2,395 shares — an estimated $12.9K sold.

Worth Asset Management first reported a position in HALL in Q2 2023 and held it in 1 quarter. The position peaked at $12.9K in Q2 2023. 16 funds tracked by Wall St. Rank hold HALL as of Q3 2023.

  • Worth Asset Management reported no remaining Hallmark Financial Services, Inc. position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 2,395 Hallmark Financial Services, Inc. shares in Q3 2023, an estimated $12.9K.
  • Worth Asset Management first reported a position in Hallmark Financial Services, Inc. in Q2 2023 and held it in 1 quarter.
  • Worth Asset Management's Hallmark Financial Services, Inc. position peaked at $12.9K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Hallmark Financial Services, Inc. as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.