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Global Wealth Management Investment Advisory’s Halliburton HAL Stock Holding History

Global Wealth Management Investment Advisory’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 		– Sell
-39,238
Closed -$1.33M – 136
2024
Q2 		$1.33M Buy
39,238
+1,839
+5% +$67.9K 0.31% 80
2024
Q1 		$1.47M Sell
37,399
-6,270
-14% -$225K 0.36% 73
2023
Q4 		$1.58M Buy
43,669
+2,011
+5% +$77.3K 0.41% 69
2023
Q3 		$1.69M Buy
41,658
+1,793
+4% +$70.2K 0.47% 63
2023
Q2 		$1.32M Buy
39,865
+15,947
+67% +$504K 0.36% 77
2023
Q1 		$757K Buy
+23,918
New +$886K 0.23% 96
2021
Q1 		– Sell
-200
Closed -$4K – 484
2020
Q4 		$4K Sell
200
-126
-39% -$1.96K ﹤0.01% 351
2020
Q3 		$4K Sell
326
-100
-23% -$1.45K ﹤0.01% 341
2020
Q2 		$6K Hold
426
– – ﹤0.01% 405
2020
Q1 		$3K Buy
426
+100
+31% +$1.74K ﹤0.01% 470
2019
Q4 		$8K Hold
326
– – ﹤0.01% 376
2019
Q3 		$6K Hold
326
– – ﹤0.01% 382
2019
Q2 		$7K Buy
326
+20
+7% +$519 ﹤0.01% 408
2019
Q1 		$9K Sell
306
-700
-70% -$21.1K ﹤0.01% 396
2018
Q4 		$27K Buy
+1,006
New +$33.9K 0.02% 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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's HAL Position: Q3 2024 in Review

Global Wealth Management Investment Advisory sold out of Halliburton (HAL) in Q3 2024, closing a stake of 39,238 shares — an estimated $1.33M sold.

Global Wealth Management Investment Advisory first reported a position in HAL in Q4 2018 and held it in 15 quarters. The position peaked at $1.69M in Q3 2023. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • Global Wealth Management Investment Advisory reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 39,238 Halliburton shares in Q3 2024, an estimated $1.33M.
  • Global Wealth Management Investment Advisory first reported a position in Halliburton in Q4 2018 and held it in 15 quarters.
  • Global Wealth Management Investment Advisory's Halliburton position peaked at $1.69M in Q3 2023.
  • 922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.