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Financial Synergies Wealth Advisors’s Halliburton HAL Stock Holding History

Financial Synergies Wealth Advisors’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
-114
Closed -$4.49K – 223
2024
Q1 		$4.49K Buy
+114
New +$4.08K ﹤0.01% 280
2023
Q4 		– Sell
-114
Closed -$4.62K – 505
2023
Q3 		$4.62K Buy
+114
New +$4.47K ﹤0.01% 266

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

Financial Synergies Wealth Advisors's HAL Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Halliburton (HAL) in Q2 2024, closing a stake of 114 shares — an estimated $4.49K sold.

Financial Synergies Wealth Advisors first reported a position in HAL in Q3 2023 and held it in 2 quarters. The position peaked at $4.62K in Q3 2023. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 114 Halliburton shares in Q2 2024, an estimated $4.49K.
  • Financial Synergies Wealth Advisors first reported a position in Halliburton in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Halliburton position peaked at $4.62K in Q3 2023.
  • 976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.