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CLA (CliftonLarsonAllen) Wealth Advisors’s Halliburton HAL Stock Holding History

CLA (CliftonLarsonAllen) 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
-15,664
Closed -$496K – 178
2023
Q1 		$496K Buy
15,664
+454
+3% +$16.8K 0.01% 162
2022
Q4 		$599K Buy
+15,210
New +$538K 0.02% 158

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's HAL Position: Q2 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Halliburton (HAL) in Q2 2023, closing a stake of 15,664 shares — an estimated $496K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in HAL in Q4 2022 and held it in 2 quarters. The position peaked at $599K in Q4 2022. 913 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Halliburton position as of Q2 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 15,664 Halliburton shares in Q2 2023, an estimated $496K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Halliburton in Q4 2022 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Halliburton position peaked at $599K in Q4 2022.
  • 913 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.