Baker Tilly Wealth Management’s Halliburton HAL Stock Holding History

Baker Tilly 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
2023 Q4	–	Sell	-5,393	Closed	-$218K	–	476
2023 Q3	$218K	Sell	5,393 -2,667	-33%	-$104K	0.04%	427
2023 Q2	$266K	Buy	8,060 +708	+10%	+$22.4K	0.03%	472
2023 Q1	$233K	Buy	7,352 +1,029	+16%	+$38.1K	0.03%	495
2022 Q4	$249K	Buy	+6,323	New	+$224K	0.03%	473
2022 Q2	–	Sell	-6,039	Closed	-$229K	–	512
2022 Q1	$229K	Buy	+6,039	New	+$195K	0.03%	475

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Baker Tilly Wealth Management's HAL Position: Q4 2023 in Review

Baker Tilly Wealth Management sold out of Halliburton (HAL) in Q4 2023, closing a stake of 5,393 shares — an estimated $218K sold.

Baker Tilly Wealth Management first reported a position in HAL in Q1 2022 and held it in 5 quarters. The position peaked at $266K in Q2 2023. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

Baker Tilly Wealth Management reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 5,393 Halliburton shares in Q4 2023, an estimated $218K.
Baker Tilly Wealth Management first reported a position in Halliburton in Q1 2022 and held it in 5 quarters.
Baker Tilly Wealth Management's Halliburton position peaked at $266K in Q2 2023.
1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.