AJ Wealth Strategies’s Halliburton HAL Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$2.87M	Buy	86,872 +169	+0.2%	+$5.34K	0.14%	75
2023 Q1	$2.74M	Buy	86,703 +6	+0%	+$222	0.14%	72
2022 Q4	$3.41M	Hold	86,697	–	–	0.18%	64
2022 Q3	$2.13M	Hold	86,697	–	–	0.12%	80
2022 Q2	$2.72M	Sell	86,697 -95	-0.1%	-$3.54K	0.14%	72
2022 Q1	$3.29M	Hold	86,792	–	–	0.16%	78
2021 Q4	$1.99M	Hold	86,792	–	–	0.09%	93
2021 Q3	$1.88M	Buy	86,792 +95	+0.1%	+$1.95K	0.1%	86
2021 Q2	$2M	Hold	86,697	–	–	0.12%	82
2021 Q1	$1.86M	Hold	86,697	–	–	0.13%	77
2020 Q4	$1.64M	Hold	86,697	–	–	0.14%	70
2020 Q3	$1.04M	Hold	86,697	–	–	0.11%	86
2020 Q2	$1.13M	Buy	86,697 +43,513	+101%	+$469K	0.12%	69
2020 Q1	$296K	Buy	+43,184	New	+$752K	0.04%	130

Other funds holding HAL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AJ Wealth Strategies's HAL Position: Q2 2023 in Review

AJ Wealth Strategies increased its Halliburton (HAL) stake by 0.19% in Q2 2023, buying an estimated $5.34K and bringing the position to 86,872 shares worth $2.87M. The position accounts for 0.14% of the portfolio, ranked #75.

AJ Wealth Strategies first reported a position in HAL in Q1 2020 and has held it in 14 quarters since. The position peaked at $3.41M in Q4 2022. 913 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

AJ Wealth Strategies held 86,872 shares of Halliburton worth $2.87M as of Q2 2023.
AJ Wealth Strategies bought 169 Halliburton shares in Q2 2023, an estimated $5.34K.
Halliburton made up 0.14% of AJ Wealth Strategies's portfolio in Q2 2023, its #75 holding.
AJ Wealth Strategies first reported a position in Halliburton in Q1 2020 and has held it in 14 quarters since.
AJ Wealth Strategies's Halliburton position peaked at $3.41M in Q4 2022.
913 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.