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Focused Wealth Management’s Halliburton HAL Stock Holding History

Focused Wealth Management’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
2019
Q2 		– Sell
-18,000
Closed -$11K – 757
2019
Q1 		$11K Buy
+18,000
New +$544K ﹤0.01% 454
2018
Q3 		– Sell
-18,000
Closed -$22K – 679
2018
Q2 		$22K Buy
+18,000
New +$896K 0.01% 348

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Focused Wealth Management's HAL Position: Q1 2024 in Review

Focused Wealth Management sold out of Halliburton (HAL) in Q1 2024, closing a stake of 1,343 shares — an estimated $48.5K sold.

Focused Wealth Management first reported a position in HAL in Q3 2013 and held it in 42 quarters. The position peaked at $765K in Q2 2018. 990 funds tracked by Wall St. Rank hold HAL as of Q1 2024.

  • Focused Wealth Management reported no remaining Halliburton position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,343 Halliburton shares in Q1 2024, an estimated $48.5K.
  • Focused Wealth Management first reported a position in Halliburton in Q3 2013 and held it in 42 quarters.
  • Focused Wealth Management's Halliburton position peaked at $765K in Q2 2018.
  • 990 funds tracked by Wall St. Rank held Halliburton as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.