AWM
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Avitas Wealth Management’s Halliburton HAL Stock Holding History

Avitas 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
-31,007
Closed -$1.22M – 207
2024
Q1 		$1.22M Buy
31,007
+61
+0.2% +$2.19K 0.19% 129
2023
Q4 		$1.12M Buy
30,946
+765
+3% +$29.4K 0.19% 125
2023
Q3 		$1.22M Buy
+30,181
New +$1.18M 0.23% 108

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

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

Avitas Wealth Management sold out of Halliburton (HAL) in Q2 2024, closing a stake of 31,007 shares — an estimated $1.22M sold.

Avitas Wealth Management first reported a position in HAL in Q3 2023 and held it in 3 quarters. The position peaked at $1.22M in Q3 2023. 977 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Avitas Wealth Management reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 31,007 Halliburton shares in Q2 2024, an estimated $1.22M.
  • Avitas Wealth Management first reported a position in Halliburton in Q3 2023 and held it in 3 quarters.
  • Avitas Wealth Management's Halliburton position peaked at $1.22M in Q3 2023.
  • 977 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Avitas Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.