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Concord Wealth Partners’s Halliburton HAL Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-112
Closed -$4.42K – 875
2024
Q1 		$4.42K Sell
112
-85
-43% -$3.04K ﹤0.01% 668
2023
Q4 		$7.12K Hold
197
– – ﹤0.01% 604
2023
Q3 		$7.98K Hold
197
– – ﹤0.01% 652
2023
Q2 		$6.5K Hold
197
– – ﹤0.01% 665
2023
Q1 		$6.23K Buy
197
+23
+13% +$852 ﹤0.01% 640
2022
Q4 		$6.85K Buy
+174
New +$6.16K ﹤0.01% 698
2022
Q3 		– Sell
-89
Closed -$3K – 558
2022
Q2 		$3K Hold
89
– – ﹤0.01% 941
2022
Q1 		$3K Buy
+89
New +$2.88K ﹤0.01% 1015

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's HAL Position: Q2 2024 in Review

Concord Wealth Partners sold out of Halliburton (HAL) in Q2 2024, closing a stake of 112 shares — an estimated $4.42K sold.

Concord Wealth Partners first reported a position in HAL in Q1 2022 and held it in 8 quarters. The position peaked at $7.98K in Q3 2023. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Concord Wealth Partners reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 112 Halliburton shares in Q2 2024, an estimated $4.42K.
  • Concord Wealth Partners first reported a position in Halliburton in Q1 2022 and held it in 8 quarters.
  • Concord Wealth Partners's Halliburton position peaked at $7.98K in Q3 2023.
  • 976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.