KSWWM
HAL icon

Keyes Stange & Wooten Wealth Management’s Halliburton HAL Stock Holding History

Keyes Stange & Wooten 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
Q3 		– Sell
-6,285
Closed -$212K – 71
2024
Q2 		$212K Buy
6,285
+657
+12% +$24.2K 0.15% 63
2024
Q1 		$222K Buy
+5,628
New +$202K 0.2% 59

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

Keyes Stange & Wooten Wealth Management's HAL Position: Q3 2024 in Review

Keyes Stange & Wooten Wealth Management sold out of Halliburton (HAL) in Q3 2024, closing a stake of 6,285 shares — an estimated $212K sold.

Keyes Stange & Wooten Wealth Management first reported a position in HAL in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • Keyes Stange & Wooten Wealth Management reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 6,285 Halliburton shares in Q3 2024, an estimated $212K.
  • Keyes Stange & Wooten Wealth Management first reported a position in Halliburton in Q1 2024 and held it in 2 quarters.
  • Keyes Stange & Wooten Wealth Management's Halliburton position peaked at $222K in Q1 2024.
  • 923 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.