First Personal Financial Services’s Halliburton HAL Stock Holding History

First Personal Financial Services’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	$7.22K	Buy	+249	New	+$7.85K	﹤0.01%	329
2020 Q1	–	Sell	-50	Closed	-$1K	–	391
2019 Q4	$1K	Buy	+50	New	+$1.05K	﹤0.01%	435
2019 Q3	–	Sell	-1,436	Closed	-$33K	–	627
2019 Q2	$33K	Hold	1,436	–	–	0.01%	343
2019 Q1	$42K	Buy	1,436 +587	+69%	+$17.7K	0.01%	302
2018 Q4	$23K	Buy	849 +30	+4%	+$1.01K	0.01%	362
2018 Q3	$33K	Buy	819 +126	+18%	+$5.21K	0.01%	336
2018 Q2	$31K	Sell	693 -238	-26%	-$11.9K	0.01%	339
2018 Q1	$44K	Buy	931 +56	+6%	+$2.76K	0.01%	461
2017 Q4	$43K	Sell	875 -1,223	-58%	-$53.9K	0.01%	508
2017 Q3	$97K	Buy	2,098 +1,860	+782%	+$77.9K	0.02%	324
2017 Q2	$10K	Sell	238 -740	-76%	-$34K	﹤0.01%	712
2017 Q1	$48K	Buy	978 +490	+100%	+$26.4K	0.01%	399
2016 Q4	$26K	Hold	488	–	–	0.01%	497
2016 Q3	$22K	Buy	488 +40	+9%	+$1.75K	0.01%	415
2016 Q2	$20K	Buy	+448	New	+$18.4K	0.01%	425

Other funds holding HAL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Personal Financial Services's HAL Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Halliburton (HAL) in Q3 2024: 249 shares worth $7.22K. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in HAL as recently as Q4 2019.

First Personal Financial Services first reported a position in HAL in Q2 2016 and has held it in 15 quarters since. The position peaked at $97K in Q3 2017. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

First Personal Financial Services held 249 shares of Halliburton worth $7.22K as of Q3 2024.
Halliburton was a new First Personal Financial Services position in Q3 2024.
Halliburton made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #329 holding.
First Personal Financial Services first reported a position in Halliburton in Q2 2016 and has held it in 15 quarters since.
First Personal Financial Services's Halliburton position peaked at $97K in Q3 2017.
922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.