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AdvisorShares Investments’s Halliburton HAL Stock Holding History

AdvisorShares Investments’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
2025
Q3 		– Sell
-23,054
Closed -$470K – 324
2025
Q2 		$470K Buy
23,054
+7,204
+45% +$151K 0.08% 138
2025
Q1 		$405K Hold
15,850
– – 0.08% 178
2024
Q4 		$431K Buy
+15,850
New +$463K 0.08% 165
2023
Q2 		– Sell
-11,869
Closed -$376K – 293
2023
Q1 		$376K Buy
+11,869
New +$440K 0.12% 144
2022
Q2 		– Sell
-5,199
Closed -$197K – 252
2022
Q1 		$197K Buy
+5,199
New +$168K 0.03% 163
2021
Q3 		– Sell
-83,875
Closed -$1.94M – 211
2021
Q2 		$1.94M Sell
83,875
-3,910
-4% -$86.9K 0.27% 47
2021
Q1 		$1.88M Buy
+87,785
New +$1.84M 0.23% 52

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return