Maxwell Wealth Strategies’s Halliburton HAL Stock Holding History

Maxwell Wealth Strategies’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	-45,933	Closed	-$1.55M	–	108
2024 Q2	$1.55M	Buy	45,933 +324	+0.7%	+$12K	0.76%	44
2024 Q1	$1.64M	Buy	45,609 +36,016	+375%	+$1.29M	0.83%	43
2023 Q4	$347K	Buy	+9,593	New	+$369K	0.23%	76

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Maxwell Wealth Strategies's HAL Position: Q3 2024 in Review

Maxwell Wealth Strategies sold out of Halliburton (HAL) in Q3 2024, closing a stake of 45,933 shares — an estimated $1.55M sold.

Maxwell Wealth Strategies first reported a position in HAL in Q4 2023 and held it in 3 quarters. The position peaked at $1.64M in Q1 2024. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

Maxwell Wealth Strategies reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
Maxwell Wealth Strategies sold 45,933 Halliburton shares in Q3 2024, an estimated $1.55M.
Maxwell Wealth Strategies first reported a position in Halliburton in Q4 2023 and held it in 3 quarters.
Maxwell Wealth Strategies's Halliburton position peaked at $1.64M in Q1 2024.
922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q3 2024, filed 6 Nov 2024.