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Curi Wealth Management’s Halliburton HAL Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-323
Closed -$10K – 401
2022
Q2 		$10K Hold
323
– – ﹤0.01% 374
2022
Q1 		$12K Hold
323
– – ﹤0.01% 342
2021
Q4 		$7K Buy
+323
New +$7.65K ﹤0.01% 349
2021
Q1 		– Sell
-10
Closed – – 258
2020
Q4 		$0 Buy
+10
New +$155 ﹤0.01% 440

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Curi Wealth Management's HAL Position: Q3 2022 in Review

Curi Wealth Management sold out of Halliburton (HAL) in Q3 2022, closing a stake of 323 shares — an estimated $10K sold.

Curi Wealth Management first reported a position in HAL in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q1 2022. 812 funds tracked by Wall St. Rank hold HAL as of Q3 2022.

  • Curi Wealth Management reported no remaining Halliburton position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 323 Halliburton shares in Q3 2022, an estimated $10K.
  • Curi Wealth Management first reported a position in Halliburton in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Halliburton position peaked at $12K in Q1 2022.
  • 812 funds tracked by Wall St. Rank held Halliburton as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.