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Cassady Schiller Wealth Management’s Halliburton HAL Stock Holding History

Cassady Schiller Wealth Management’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 		$272 Buy
+10
New +$292 ﹤0.01% 1054
2022
Q1 		– Sell
-22
Closed -$1K – 307
2021
Q4 		$1K Buy
+22
New +$521 ﹤0.01% 457

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's HAL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Halliburton (HAL) in Q4 2024: 10 shares worth $272. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in HAL as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in HAL in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • Cassady Schiller Wealth Management held 10 shares of Halliburton worth $272 as of Q4 2024.
  • Halliburton was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Halliburton made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1054 holding.
  • Cassady Schiller Wealth Management first reported a position in Halliburton in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Halliburton position peaked at $1K in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.