HHM Wealth Advisors’s Halliburton HAL Stock Holding History

HHM 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
2023 Q1	–	Sell	-20	Closed	-$787	–	818
2022 Q4	$787	Hold	20	–	–	﹤0.01%	651
2022 Q3	$0	Buy	+20	New	+$572	﹤0.01%	725

Other funds holding HAL

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

HHM Wealth Advisors's HAL Position: Q1 2023 in Review

HHM Wealth Advisors sold out of Halliburton (HAL) in Q1 2023, closing a stake of 20 shares — an estimated $787 sold.

HHM Wealth Advisors first reported a position in HAL in Q3 2022 and held it in 2 quarters. The position peaked at $787 in Q4 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

HHM Wealth Advisors reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
HHM Wealth Advisors sold 20 Halliburton shares in Q1 2023, an estimated $787.
HHM Wealth Advisors first reported a position in Halliburton in Q3 2022 and held it in 2 quarters.
HHM Wealth Advisors's Halliburton position peaked at $787 in Q4 2022.
932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on HHM Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.