AWM
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Avior Wealth Management’s Halliburton HAL Stock Holding History

Avior 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
2025
Q1 		– Sell
-4,784
Closed -$130K – 1418
2024
Q4 		$130K Buy
4,784
+2,286
+92% +$66.8K ﹤0.01% 819
2024
Q3 		$72.6K Buy
2,498
+1,677
+204% +$52.9K ﹤0.01% 990
2024
Q2 		$27.7K Sell
821
-250
-23% -$9.23K ﹤0.01% 1278
2024
Q1 		$42.2K Buy
1,071
+724
+209% +$25.9K ﹤0.01% 1292
2023
Q4 		$12.5K Sell
347
-34
-9% -$1.31K ﹤0.01% 954
2023
Q3 		$15.4K Buy
381
+179
+89% +$7.01K ﹤0.01% 978
2023
Q2 		$6.66K Hold
202
– – ﹤0.01% 1099
2023
Q1 		$6.39K Buy
202
+70
+53% +$2.59K ﹤0.01% 1139
2022
Q4 		$5.19K Hold
132
– – ﹤0.01% 947
2022
Q3 		$3K Sell
132
-650
-83% -$18.6K ﹤0.01% 985
2022
Q2 		$24K Sell
782
-1,007
-56% -$37.5K ﹤0.01% 656
2022
Q1 		$67K Buy
1,789
+753
+73% +$24.4K 0.01% 552
2021
Q4 		$23K Buy
1,036
+2
+0.2% +$47 ﹤0.01% 680
2021
Q3 		$22K Buy
1,034
+2
+0.2% +$41 ﹤0.01% 650
2021
Q2 		$23K Buy
1,032
+1,000
+3,125% +$22.2K ﹤0.01% 635
2021
Q1 		$0 Hold
32
– – ﹤0.01% 1067
2020
Q4 		$0 Buy
32
+4
+14% +$62 ﹤0.01% 1016
2020
Q3 		$0 Buy
+28
New +$405 ﹤0.01% 962
2018
Q4 		– Sell
-25
Closed -$843 – 730
2018
Q3 		$1K Hold
25
– – ﹤0.01% 706
2018
Q2 		$1K Sell
25
-2,689
-99% -$134K ﹤0.01% 746
2018
Q1 		$127K Sell
2,714
-235
-8% -$11.6K 0.03% 414
2017
Q4 		$144K Buy
+2,949
New +$130K 0.03% 400

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's HAL Position: Q1 2025 in Review

Avior Wealth Management sold out of Halliburton (HAL) in Q1 2025, closing a stake of 4,784 shares — an estimated $130K sold.

Avior Wealth Management first reported a position in HAL in Q4 2017 and held it in 22 quarters. The position peaked at $144K in Q4 2017. 955 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

  • Avior Wealth Management reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4,784 Halliburton shares in Q1 2025, an estimated $130K.
  • Avior Wealth Management first reported a position in Halliburton in Q4 2017 and held it in 22 quarters.
  • Avior Wealth Management's Halliburton position peaked at $144K in Q4 2017.
  • 955 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.