Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CAAS
Capital Asset Advisory Services’s
Halliburton
HAL
Stock Holding History
Capital Asset Advisory Services’s Portfolio
HAL Stock Details
HAL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-921
Closed
-$29K
–
511
2022
Q2
$29K
Buy
+921
New
+$34.3K
﹤0.01%
442
2021
Q1
–
Sell
-1,172
Closed
-$22K
–
1004
2020
Q4
$22K
Buy
+1,172
New
+$18.2K
﹤0.01%
839
2018
Q4
–
Sell
-9,456
Closed
-$383K
–
106
2018
Q3
$383K
Sell
9,456
-140
-1%
-$5.79K
0.32%
70
2018
Q2
$432K
Sell
9,596
-463
-5%
-$23.1K
0.39%
57
2018
Q1
$472K
Sell
10,059
-406
-4%
-$20K
0.44%
59
2017
Q4
$511K
Sell
10,465
-283
-3%
-$12.5K
0.46%
58
2017
Q3
$495K
Hold
10,748
–
–
0.45%
59
2017
Q2
$456K
Sell
10,748
-2,420
-18%
-$111K
0.29%
75
2017
Q1
$648K
Sell
13,168
-4,420
-25%
-$238K
0.47%
47
2016
Q4
$951K
Hold
17,588
–
–
0.81%
32
2016
Q3
$789K
Sell
17,588
-1,633
-8%
-$71.3K
1.04%
18
2016
Q2
$871K
Buy
19,221
+4,967
+35%
+$204K
1.15%
15
2016
Q1
$509K
Sell
14,254
-70
-0.5%
-$2.28K
0.55%
39
2015
Q4
$488K
Buy
+14,324
New
+$540K
0.68%
31
Other funds holding HAL
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
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sanders Capital
West Palm Beach, Florida
$83.9B AUM
37.89%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close