Empower Advisory Group
HAL icon

Empower Advisory Group’s Halliburton HAL Stock Holding History

Empower Advisory Group’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
-6,520
Closed -$257K – 500
2024
Q1 		$257K Sell
6,520
-50
-0.8% -$1.79K ﹤0.01% 438
2023
Q4 		$238K Sell
6,570
-2,629
-29% -$101K ﹤0.01% 437
2023
Q3 		$373K Sell
9,199
-35
-0.4% -$1.37K ﹤0.01% 337
2023
Q2 		$305K Sell
9,234
-240
-3% -$7.58K ﹤0.01% 388
2023
Q1 		$323K Buy
+9,474
New +$351K ﹤0.01% 371

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

Empower Advisory Group's HAL Position: Q2 2024 in Review

Empower Advisory Group sold out of Halliburton (HAL) in Q2 2024, closing a stake of 6,520 shares — an estimated $257K sold.

Empower Advisory Group first reported a position in HAL in Q1 2023 and held it in 5 quarters. The position peaked at $373K in Q3 2023. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Empower Advisory Group reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • Empower Advisory Group sold 6,520 Halliburton shares in Q2 2024, an estimated $257K.
  • Empower Advisory Group first reported a position in Halliburton in Q1 2023 and held it in 5 quarters.
  • Empower Advisory Group's Halliburton position peaked at $373K in Q3 2023.
  • 976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Empower Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.