CM Wealth Advisors’s Halliburton HAL Stock Holding History

CM 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	-16,890	Closed	-$536K	–	275
2023 Q1	$536K	Buy	+16,890	New	+$626K	0.1%	244

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CM Wealth Advisors's HAL Position: Q2 2023 in Review

CM Wealth Advisors sold out of Halliburton (HAL) in Q2 2023, closing a stake of 16,890 shares — an estimated $536K sold.

CM Wealth Advisors first reported a position in HAL in Q1 2023 and held it in 1 quarter. The position peaked at $536K in Q1 2023. 913 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

CM Wealth Advisors reported no remaining Halliburton position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 16,890 Halliburton shares in Q2 2023, an estimated $536K.
CM Wealth Advisors first reported a position in Halliburton in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Halliburton position peaked at $536K in Q1 2023.
913 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.