IWA
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IVC Wealth Advisors’s Halliburton HAL Stock Holding History

IVC 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
Q4 		– Sell
-8,726
Closed -$253K – 159
2024
Q3 		$253K Sell
8,726
-2,223
-20% -$70.1K 0.14% 138
2024
Q2 		$370K Buy
10,949
+1,446
+15% +$53.4K 0.21% 105
2024
Q1 		$375K Buy
9,503
+344
+4% +$12.3K 0.22% 105
2023
Q4 		$331K Buy
+9,159
New +$352K 0.21% 105

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IVC Wealth Advisors's HAL Position: Q4 2024 in Review

IVC Wealth Advisors sold out of Halliburton (HAL) in Q4 2024, closing a stake of 8,726 shares — an estimated $253K sold.

IVC Wealth Advisors first reported a position in HAL in Q4 2023 and held it in 4 quarters. The position peaked at $375K in Q1 2024. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • IVC Wealth Advisors reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 8,726 Halliburton shares in Q4 2024, an estimated $253K.
  • IVC Wealth Advisors first reported a position in Halliburton in Q4 2023 and held it in 4 quarters.
  • IVC Wealth Advisors's Halliburton position peaked at $375K in Q1 2024.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on IVC Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.