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Money Concepts Capital’s Halliburton HAL Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-2,377
Closed -$93.5K – 1523
2022
Q4 		$93.5K Buy
+2,377
New +$84.1K ﹤0.01% 995
2022
Q3 		– Sell
-2,991
Closed -$94K – 1595
2022
Q2 		$94K Sell
2,991
-1,003
-25% -$37.4K 0.01% 579
2022
Q1 		$151K Buy
+3,994
New +$129K 0.01% 842

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Money Concepts Capital's HAL Position: Q1 2023 in Review

Money Concepts Capital sold out of Halliburton (HAL) in Q1 2023, closing a stake of 2,377 shares — an estimated $93.5K sold.

Money Concepts Capital first reported a position in HAL in Q1 2022 and held it in 3 quarters. The position peaked at $151K in Q1 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

  • Money Concepts Capital reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,377 Halliburton shares in Q1 2023, an estimated $93.5K.
  • Money Concepts Capital first reported a position in Halliburton in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Halliburton position peaked at $151K in Q1 2022.
  • 932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.