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1858 Wealth Management’s Halliburton HAL Stock Holding History

1858 Wealth 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
2024
Q2 		– Sell
-11,560
Closed -$418K – 129
2024
Q1 		$418K Hold
11,560
– – 0.4% 67
2023
Q4 		$418K Buy
+11,560
New +$444K 0.4% 67

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1858 Wealth Management's HAL Position: Q2 2024 in Review

1858 Wealth Management sold out of Halliburton (HAL) in Q2 2024, closing a stake of 11,560 shares — an estimated $418K sold.

1858 Wealth Management first reported a position in HAL in Q4 2023 and held it in 2 quarters. The position peaked at $418K in Q1 2024. 977 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • 1858 Wealth Management reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • 1858 Wealth Management sold 11,560 Halliburton shares in Q2 2024, an estimated $418K.
  • 1858 Wealth Management first reported a position in Halliburton in Q4 2023 and held it in 2 quarters.
  • 1858 Wealth Management's Halliburton position peaked at $418K in Q1 2024.
  • 977 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on 1858 Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.