FinTrust Capital Advisors’s Halliburton HAL Stock Holding History

FinTrust Capital 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 Q3	$7.7K	Sell	265 -156	-37%	-$4.92K	﹤0.01%	997
2024 Q2	$14.2K	Sell	421 -128	-23%	-$4.72K	﹤0.01%	834
2024 Q1	$21.6K	Buy	549 +200	+57%	+$7.17K	﹤0.01%	718
2023 Q4	$12.6K	Hold	349	–	–	﹤0.01%	793
2023 Q3	$14.1K	Hold	349	–	–	﹤0.01%	725
2023 Q2	$13.7K	Hold	349	–	–	﹤0.01%	718
2023 Q1	$13.7K	Hold	349	–	–	﹤0.01%	715
2022 Q4	$13.7K	Hold	349	–	–	﹤0.01%	712
2022 Q3	$11K	Hold	349	–	–	﹤0.01%	849
2022 Q2	$10K	Hold	349	–	–	﹤0.01%	883
2022 Q1	$13K	Sell	349 -512	-59%	-$16.6K	﹤0.01%	862
2021 Q4	$20K	Buy	861 +384	+81%	+$9.09K	﹤0.01%	746
2021 Q3	$10K	Hold	477	–	–	﹤0.01%	909
2021 Q2	$11K	Hold	477	–	–	﹤0.01%	911
2021 Q1	$10K	Hold	477	–	–	﹤0.01%	895
2020 Q4	$9K	Hold	477	–	–	﹤0.01%	867
2020 Q3	$6K	Hold	477	–	–	﹤0.01%	931
2020 Q2	$6K	Hold	477	–	–	﹤0.01%	804
2020 Q1	$3K	Hold	477	–	–	﹤0.01%	948
2019 Q4	$12K	Hold	477	–	–	﹤0.01%	715
2019 Q3	$9K	Hold	477	–	–	﹤0.01%	772
2019 Q2	$11K	Sell	477 -335	-41%	-$8.7K	﹤0.01%	713
2019 Q1	$24K	Sell	812 -130	-14%	-$3.93K	0.01%	556
2018 Q4	$25K	Buy	+942	New	+$31.8K	0.01%	542

Other funds holding HAL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FinTrust Capital Advisors's HAL Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Halliburton (HAL) stake by 37% in Q3 2024, selling an estimated $4.92K and leaving 265 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

FinTrust Capital Advisors first reported a position in HAL in Q4 2018 and has held it in 24 quarters since. The position peaked at $25K in Q4 2018. 926 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

FinTrust Capital Advisors held 265 shares of Halliburton worth $7.7K as of Q3 2024.
FinTrust Capital Advisors sold 156 Halliburton shares in Q3 2024, an estimated $4.92K.
Halliburton made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #997 holding.
FinTrust Capital Advisors first reported a position in Halliburton in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Halliburton position peaked at $25K in Q4 2018.
926 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.