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IAG Wealth Partners’s Halliburton HAL Stock Holding History

IAG Wealth Partners’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
-766
Closed -$25.9K – 507
2024
Q2 		$25.9K Hold
766
– – 0.01% 245
2024
Q1 		$30.2K Buy
+766
New +$27.4K 0.01% 206
2020
Q1 		– Sell
-400
Closed -$10K – 438
2019
Q4 		$10K Buy
+400
New +$8.43K 0.01% 254

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

IAG Wealth Partners's HAL Position: Q3 2024 in Review

IAG Wealth Partners sold out of Halliburton (HAL) in Q3 2024, closing a stake of 766 shares — an estimated $25.9K sold.

IAG Wealth Partners first reported a position in HAL in Q4 2019 and held it in 3 quarters. The position peaked at $30.2K in Q1 2024. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • IAG Wealth Partners reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 766 Halliburton shares in Q3 2024, an estimated $25.9K.
  • IAG Wealth Partners first reported a position in Halliburton in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's Halliburton position peaked at $30.2K in Q1 2024.
  • 922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.