Briaud Financial Planning’s Halliburton HAL Stock Holding History

Briaud Financial Planning’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	-36	Closed	-$1K	–	79
2023 Q3	$1K	Buy	+36	New	+$1.41K	﹤0.01%	151

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

Briaud Financial Planning's HAL Position: Q4 2023 in Review

Briaud Financial Planning sold out of Halliburton (HAL) in Q4 2023, closing a stake of 36 shares — an estimated $1K sold.

Briaud Financial Planning first reported a position in HAL in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

Briaud Financial Planning reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
Briaud Financial Planning sold 36 Halliburton shares in Q4 2023, an estimated $1K.
Briaud Financial Planning first reported a position in Halliburton in Q3 2023 and held it in 1 quarter.
Briaud Financial Planning's Halliburton position peaked at $1K in Q3 2023.
1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.