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NEIRG Wealth Management’s Halliburton HAL Stock Holding History

NEIRG 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
2023
Q3 		– Sell
-7,001
Closed -$231K – 45
2023
Q2 		$231K Sell
7,001
-4,368
-38% -$138K 0.04% 125
2023
Q1 		$360K Sell
11,369
-54
-0.5% -$2K 0.06% 119
2022
Q4 		$449K Sell
11,423
-40
-0.3% -$1.42K 0.08% 113
2022
Q3 		$282K Buy
11,463
+2,955
+35% +$84.5K 0.06% 128
2022
Q2 		$267K Buy
8,508
+2,806
+49% +$105K 0.06% 125
2022
Q1 		$216K Buy
+5,702
New +$184K 0.04% 127

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

NEIRG Wealth Management's HAL Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Halliburton (HAL) in Q3 2023, closing a stake of 7,001 shares — an estimated $231K sold.

NEIRG Wealth Management first reported a position in HAL in Q1 2022 and held it in 6 quarters. The position peaked at $449K in Q4 2022. 957 funds tracked by Wall St. Rank hold HAL as of Q3 2023.

  • NEIRG Wealth Management reported no remaining Halliburton position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 7,001 Halliburton shares in Q3 2023, an estimated $231K.
  • NEIRG Wealth Management first reported a position in Halliburton in Q1 2022 and held it in 6 quarters.
  • NEIRG Wealth Management's Halliburton position peaked at $449K in Q4 2022.
  • 957 funds tracked by Wall St. Rank held Halliburton as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.