Barnes Pettey Financial Advisors’s Halliburton HAL Stock Holding History

Barnes Pettey Financial Advisors’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	-7,466	Closed	-$294K	–	98
2024 Q1	$294K	Sell	7,466 -28,532	-79%	-$1.02M	0.25%	69
2023 Q4	$1.3M	Sell	35,998 -300	-0.8%	-$11.5K	1.06%	23
2023 Q3	$1.47M	Hold	36,298	–	–	1.35%	21
2023 Q2	$1.2M	Sell	36,298 -998	-3%	-$31.5K	1.04%	25
2023 Q1	$1.18M	Sell	37,296 -734	-2%	-$27.2K	1.13%	23
2022 Q4	$1.5M	Buy	38,030 +3,412	+10%	+$121K	1.54%	21
2022 Q3	$852K	Buy	34,618 +264	+0.8%	+$7.55K	1.16%	23
2022 Q2	$1.08M	Sell	34,354 -548	-2%	-$20.4K	1.39%	19
2022 Q1	$1.32M	Sell	34,902 -3,995	-10%	-$129K	1.6%	16
2021 Q4	$890K	Buy	+38,897	New	+$921K	1.02%	24

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barnes Pettey Financial Advisors's HAL Position: Q2 2024 in Review

Barnes Pettey Financial Advisors sold out of Halliburton (HAL) in Q2 2024, closing a stake of 7,466 shares — an estimated $294K sold.

Barnes Pettey Financial Advisors first reported a position in HAL in Q4 2021 and held it in 10 quarters. The position peaked at $1.5M in Q4 2022. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

Barnes Pettey Financial Advisors reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 7,466 Halliburton shares in Q2 2024, an estimated $294K.
Barnes Pettey Financial Advisors first reported a position in Halliburton in Q4 2021 and held it in 10 quarters.
Barnes Pettey Financial Advisors's Halliburton position peaked at $1.5M in Q4 2022.
976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.