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Baldwin Wealth Partners’s Halliburton HAL Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-1,106
Closed -$32.1K – 570
2024
Q3 		$32.1K Buy
+1,106
New +$34.9K ﹤0.01% 620
2023
Q4 		– Sell
-53
Closed -$2.15K – 750
2023
Q3 		$2.15K Hold
53
– – ﹤0.01% 679
2023
Q2 		$1.75K Sell
53
-54
-50% -$1.71K ﹤0.01% 704
2023
Q1 		$3.38K Hold
107
– – ﹤0.01% 704
2022
Q4 		$4.21K Buy
+107
New +$3.79K ﹤0.01% 674
2017
Q4 		– Sell
-50
Closed -$2K – 485
2017
Q3 		$2K Buy
+50
New +$2.1K ﹤0.01% 464
2016
Q2 		– Sell
-2,500
Closed -$89K – 464
2016
Q1 		$89K Buy
+2,500
New +$81.6K 0.02% 249

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baldwin Wealth Partners's HAL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Halliburton (HAL) in Q4 2024, closing a stake of 1,106 shares — an estimated $32.1K sold.

Baldwin Wealth Partners first reported a position in HAL in Q1 2016 and held it in 7 quarters. The position peaked at $89K in Q1 2016. 957 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,106 Halliburton shares in Q4 2024, an estimated $32.1K.
  • Baldwin Wealth Partners first reported a position in Halliburton in Q1 2016 and held it in 7 quarters.
  • Baldwin Wealth Partners's Halliburton position peaked at $89K in Q1 2016.
  • 957 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.