LWAC
HAL icon

Laurel Wealth Advisors (California)’s Halliburton HAL Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$595K Buy
16,127
+1,641
+11% +$58.1K 0.06% 324
2022
Q3 		$357K Buy
14,486
+229
+2% +$6.55K 0.04% 428
2022
Q2 		$447K Sell
14,257
-1,555
-10% -$58K 0.05% 385
2022
Q1 		$599K Sell
15,812
-2,313
-13% -$74.8K 0.05% 363
2021
Q4 		$414K Buy
+18,125
New +$429K 0.03% 513

Other funds holding HAL

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HAL Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Halliburton (HAL) stake by 11% in Q4 2022, buying an estimated $58.1K and bringing the position to 16,127 shares worth $595K. The position accounts for 0.06% of the portfolio, ranked #324.

Laurel Wealth Advisors (California) first reported a position in HAL in Q4 2021 and has held it in 5 quarters since. The position peaked at $599K in Q1 2022. 943 funds tracked by Wall St. Rank hold HAL as of Q4 2022.

  • Laurel Wealth Advisors (California) held 16,127 shares of Halliburton worth $595K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 1,641 Halliburton shares in Q4 2022, an estimated $58.1K.
  • Halliburton made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #324 holding.
  • Laurel Wealth Advisors (California) first reported a position in Halliburton in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Halliburton position peaked at $599K in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Halliburton as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.