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Connectus Wealth’s Halliburton HAL Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-9,005
Closed -$326K – 410
2023
Q4 		$326K Buy
9,005
+2,792
+45% +$107K 0.01% 445
2023
Q3 		$252K Sell
6,213
-31,511
-84% -$1.23M 0.01% 453
2023
Q2 		$1.25M Sell
37,724
-2,283
-6% -$72.1K 0.03% 264
2023
Q1 		$1.27M Buy
40,007
+2,181
+6% +$80.8K 0.03% 265
2022
Q4 		$1.49M Buy
+37,826
New +$1.34M 0.04% 238

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Connectus Wealth's HAL Position: Q1 2024 in Review

Connectus Wealth sold out of Halliburton (HAL) in Q1 2024, closing a stake of 9,005 shares — an estimated $326K sold.

Connectus Wealth first reported a position in HAL in Q4 2022 and held it in 5 quarters. The position peaked at $1.49M in Q4 2022. 990 funds tracked by Wall St. Rank hold HAL as of Q1 2024.

  • Connectus Wealth reported no remaining Halliburton position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 9,005 Halliburton shares in Q1 2024, an estimated $326K.
  • Connectus Wealth first reported a position in Halliburton in Q4 2022 and held it in 5 quarters.
  • Connectus Wealth's Halliburton position peaked at $1.49M in Q4 2022.
  • 990 funds tracked by Wall St. Rank held Halliburton as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.