Lumature Wealth Partners’s Halliburton HAL Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$516K	Buy	15,653 +2,832	+22%	+$89.5K	0.31%	68
2023 Q1	$406K	Sell	12,821 -648	-5%	-$24K	0.23%	77
2022 Q4	$530K	Sell	13,469 -3,766	-22%	-$133K	0.3%	62
2022 Q3	$424K	Buy	17,235 +4,438	+35%	+$127K	0.23%	80
2022 Q2	$401K	Buy	12,797 +12,524	+4,588%	+$467K	0.18%	92
2022 Q1	$10K	Sell	273 -148	-35%	-$4.79K	﹤0.01%	335
2021 Q4	$10K	Buy	421 +22	+6%	+$521	﹤0.01%	331
2021 Q3	$9K	Buy	399 +223	+127%	+$4.57K	﹤0.01%	334
2021 Q2	$4K	Buy	+176	New	+$3.91K	﹤0.01%	335

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lumature Wealth Partners's HAL Position: Q2 2023 in Review

Lumature Wealth Partners increased its Halliburton (HAL) stake by 22% in Q2 2023, buying an estimated $89.5K and bringing the position to 15,653 shares worth $516K. The position accounts for 0.31% of the portfolio, ranked #68.

Lumature Wealth Partners first reported a position in HAL in Q2 2021 and has held it in 9 quarters since. The position peaked at $530K in Q4 2022. 914 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

Lumature Wealth Partners held 15,653 shares of Halliburton worth $516K as of Q2 2023.
Lumature Wealth Partners bought 2,832 Halliburton shares in Q2 2023, an estimated $89.5K.
Halliburton made up 0.31% of Lumature Wealth Partners's portfolio in Q2 2023, its #68 holding.
Lumature Wealth Partners first reported a position in Halliburton in Q2 2021 and has held it in 9 quarters since.
Lumature Wealth Partners's Halliburton position peaked at $530K in Q4 2022.
914 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.