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Axxcess Wealth Management’s Halliburton HAL Stock Holding History

Axxcess 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
-7,400
Closed -$292K – 898
2024
Q1 		$292K Hold
7,400
– – 0.01% 675
2023
Q4 		$268K Buy
+7,400
New +$285K 0.01% 679
2022
Q2 		– Sell
-7,364
Closed -$279K – 592
2022
Q1 		$279K Buy
+7,364
New +$238K 0.02% 492

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

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

Axxcess Wealth Management sold out of Halliburton (HAL) in Q2 2024, closing a stake of 7,400 shares — an estimated $292K sold.

Axxcess Wealth Management first reported a position in HAL in Q1 2022 and held it in 3 quarters. The position peaked at $292K in Q1 2024. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,400 Halliburton shares in Q2 2024, an estimated $292K.
  • Axxcess Wealth Management first reported a position in Halliburton in Q1 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's Halliburton position peaked at $292K in Q1 2024.
  • 976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.