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Fiduciary Alliance’s Halliburton HAL Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-27
Closed -$891 – 489
2023
Q2 		$891 Buy
+27
New +$853 ﹤0.01% 874
2023
Q1 		– Sell
-27
Closed -$1.06K – 435
2022
Q4 		$1.06K Buy
+27
New +$956 ﹤0.01% 774

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fiduciary Alliance's HAL Position: Q3 2023 in Review

Fiduciary Alliance sold out of Halliburton (HAL) in Q3 2023, closing a stake of 27 shares — an estimated $891 sold.

Fiduciary Alliance first reported a position in HAL in Q4 2022 and held it in 2 quarters. The position peaked at $1.06K in Q4 2022. 957 funds tracked by Wall St. Rank hold HAL as of Q3 2023.

  • Fiduciary Alliance reported no remaining Halliburton position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 27 Halliburton shares in Q3 2023, an estimated $891.
  • Fiduciary Alliance first reported a position in Halliburton in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Halliburton position peaked at $1.06K in Q4 2022.
  • 957 funds tracked by Wall St. Rank held Halliburton as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.