CWM
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Castle Wealth Management’s Halliburton HAL Stock Holding History

Castle 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
2022
Q4 		– Sell
-136
Closed -$3K – 322
2022
Q3 		$3K Hold
136
– – ﹤0.01% 538
2022
Q2 		$4K Buy
+136
New +$5.07K ﹤0.01% 505

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Castle Wealth Management's HAL Position: Q4 2022 in Review

Castle Wealth Management sold out of Halliburton (HAL) in Q4 2022, closing a stake of 136 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in HAL in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 943 funds tracked by Wall St. Rank hold HAL as of Q4 2022.

  • Castle Wealth Management reported no remaining Halliburton position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 136 Halliburton shares in Q4 2022, an estimated $3K.
  • Castle Wealth Management first reported a position in Halliburton in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Halliburton position peaked at $4K in Q2 2022.
  • 943 funds tracked by Wall St. Rank held Halliburton as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.