BDO Wealth Advisors’s Halliburton HAL Stock Holding History

BDO Wealth 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
2023 Q2	–	Sell	-2,250	Closed	-$71.2K	–	1017
2023 Q1	$71.2K	Buy	+2,250	New	+$83.3K	0.01%	362
2022 Q2	–	Sell	-50	Closed	-$2K	–	1071
2022 Q1	$2K	Buy	+50	New	+$1.62K	﹤0.01%	928
2021 Q3	–	Sell	-142	Closed	-$3K	–	1074
2021 Q2	$3K	Hold	142	–	–	﹤0.01%	944
2021 Q1	$3K	Buy	+142	New	+$2.97K	﹤0.01%	936
2020 Q1	–	Sell	-79	Closed	-$2K	–	777
2019 Q4	$2K	Hold	79	–	–	﹤0.01%	553
2019 Q3	$1K	Buy	+79	New	+$1.64K	﹤0.01%	607

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BDO Wealth Advisors's HAL Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Halliburton (HAL) in Q2 2023, closing a stake of 2,250 shares — an estimated $71.2K sold.

BDO Wealth Advisors first reported a position in HAL in Q3 2019 and held it in 6 quarters. The position peaked at $71.2K in Q1 2023. 913 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

BDO Wealth Advisors reported no remaining Halliburton position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 2,250 Halliburton shares in Q2 2023, an estimated $71.2K.
BDO Wealth Advisors first reported a position in Halliburton in Q3 2019 and held it in 6 quarters.
BDO Wealth Advisors's Halliburton position peaked at $71.2K in Q1 2023.
913 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.