AFA
HAL icon

AA Financial Advisors’s Halliburton HAL Stock Holding History

AA Financial 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
2024
Q4 		– Sell
-6,920
Closed -$201K – 171
2024
Q3 		$201K Sell
6,920
-124
-2% -$3.91K 0.06% 169
2024
Q2 		$238K Buy
+7,044
New +$260K 0.08% 148

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 $733B AUM 35.63% 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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AA Financial Advisors's HAL Position: Q4 2024 in Review

AA Financial Advisors sold out of Halliburton (HAL) in Q4 2024, closing a stake of 6,920 shares — an estimated $201K sold.

AA Financial Advisors first reported a position in HAL in Q2 2024 and held it in 2 quarters. The position peaked at $238K in Q2 2024. 955 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • AA Financial Advisors reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
  • AA Financial Advisors sold 6,920 Halliburton shares in Q4 2024, an estimated $201K.
  • AA Financial Advisors first reported a position in Halliburton in Q2 2024 and held it in 2 quarters.
  • AA Financial Advisors's Halliburton position peaked at $238K in Q2 2024.
  • 955 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on AA Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.