Invera Wealth Advisors’s Halliburton HAL Stock Holding History

Invera 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
2024 Q1	–	Sell	-29,478	Closed	-$1.07M	–	74
2023 Q4	$1.07M	Buy	+29,478	New	+$1.13M	0.67%	49

Other funds holding HAL

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Invera Wealth Advisors's HAL Position: Q1 2024 in Review

Invera Wealth Advisors sold out of Halliburton (HAL) in Q1 2024, closing a stake of 29,478 shares — an estimated $1.07M sold.

Invera Wealth Advisors first reported a position in HAL in Q4 2023 and held it in 1 quarter. The position peaked at $1.07M in Q4 2023. 991 funds tracked by Wall St. Rank hold HAL as of Q1 2024.

Invera Wealth Advisors reported no remaining Halliburton position as of Q1 2024 after selling out during the quarter.
Invera Wealth Advisors sold 29,478 Halliburton shares in Q1 2024, an estimated $1.07M.
Invera Wealth Advisors first reported a position in Halliburton in Q4 2023 and held it in 1 quarter.
Invera Wealth Advisors's Halliburton position peaked at $1.07M in Q4 2023.
991 funds tracked by Wall St. Rank held Halliburton as of Q1 2024.

Based on Invera Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.