Consilium Wealth Advisory’s Halliburton HAL Stock Holding History

Consilium Wealth Advisory’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 Q3	–	Sell	-19,504	Closed	-$659K	–	90
2024 Q2	$659K	Sell	19,504 -524	-3%	-$19.3K	0.36%	50
2024 Q1	$789K	Buy	20,028 +1,947	+11%	+$69.7K	0.44%	45
2023 Q4	$654K	Sell	18,081 -396	-2%	-$15.2K	0.39%	47
2023 Q3	$748K	Buy	+18,477	New	+$724K	0.52%	35

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Consilium Wealth Advisory's HAL Position: Q3 2024 in Review

Consilium Wealth Advisory sold out of Halliburton (HAL) in Q3 2024, closing a stake of 19,504 shares — an estimated $659K sold.

Consilium Wealth Advisory first reported a position in HAL in Q3 2023 and held it in 4 quarters. The position peaked at $789K in Q1 2024. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

Consilium Wealth Advisory reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
Consilium Wealth Advisory sold 19,504 Halliburton shares in Q3 2024, an estimated $659K.
Consilium Wealth Advisory first reported a position in Halliburton in Q3 2023 and held it in 4 quarters.
Consilium Wealth Advisory's Halliburton position peaked at $789K in Q1 2024.
923 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Consilium Wealth Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.