JWM
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Janiczek Wealth Management’s Halliburton HAL Stock Holding History

Janiczek Wealth Management’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
Q2 		$19.5K Sell
576
-15
-3% -$554 ﹤0.01% 563
2024
Q1 		$23.3K Sell
591
-38
-6% -$1.36K 0.01% 543
2023
Q4 		$22.7K Buy
629
+18
+3% +$692 0.01% 523
2023
Q3 		$24.7K Buy
611
+41
+7% +$1.61K 0.01% 493
2023
Q2 		$18.8K Hold
570
– – 0.01% 471
2023
Q1 		$19.2K Buy
570
+274
+93% +$10.1K 0.01% 467
2022
Q4 		$12.5K Sell
296
-132
-31% -$4.67K ﹤0.01% 523
2022
Q3 		$13K Hold
428
– – ﹤0.01% 508
2022
Q2 		$13K Buy
428
+92
+27% +$3.43K ﹤0.01% 534
2022
Q1 		$13K Buy
336
+215
+178% +$6.96K ﹤0.01% 526
2021
Q4 		$3K Buy
+121
New +$2.87K ﹤0.01% 779
2021
Q3 		– Sell
-45
Closed -$1K – 988
2021
Q2 		$1K Hold
45
– – ﹤0.01% 847
2021
Q1 		$1K Buy
+45
New +$942 ﹤0.01% 806

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janiczek Wealth Management's HAL Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Halliburton (HAL) stake by 2.5% in Q2 2024, selling an estimated $554 and leaving 576 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Janiczek Wealth Management first reported a position in HAL in Q1 2021 and has held it in 13 quarters since. The position peaked at $24.7K in Q3 2023. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Janiczek Wealth Management held 576 shares of Halliburton worth $19.5K as of Q2 2024.
  • Janiczek Wealth Management sold 15 Halliburton shares in Q2 2024, an estimated $554.
  • Halliburton made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #563 holding.
  • Janiczek Wealth Management first reported a position in Halliburton in Q1 2021 and has held it in 13 quarters since.
  • Janiczek Wealth Management's Halliburton position peaked at $24.7K in Q3 2023.
  • 976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.