High Net Worth Advisory Group’s Halliburton HAL Stock Holding History

High Net Worth Advisory Group’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	-1,150	Closed	-$45.3K	–	353
2022 Q4	$45.3K	Hold	1,150	–	–	0.02%	344
2022 Q3	$28K	Buy	1,150 +100	+10%	+$2.86K	0.01%	412
2022 Q2	$33K	Buy	+1,050	New	+$39.1K	0.01%	380

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

High Net Worth Advisory Group's HAL Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Halliburton (HAL) in Q1 2023, closing a stake of 1,150 shares — an estimated $45.3K sold.

High Net Worth Advisory Group first reported a position in HAL in Q2 2022 and held it in 3 quarters. The position peaked at $45.3K in Q4 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

High Net Worth Advisory Group reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,150 Halliburton shares in Q1 2023, an estimated $45.3K.
High Net Worth Advisory Group first reported a position in Halliburton in Q2 2022 and held it in 3 quarters.
High Net Worth Advisory Group's Halliburton position peaked at $45.3K in Q4 2022.
932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.