One Wealth Advisors’s Halliburton HAL Stock Holding History

One Wealth Advisors’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	-1,858	Closed	-$73.1K	–	359
2022 Q4	$73.1K	Buy	+1,858	New	+$65.8K	0.02%	340
2019 Q2	–	Sell	-861	Closed	-$25K	–	264
2019 Q1	$25K	Buy	+861	New	+$26K	0.02%	254
2018 Q4	–	Sell	-861	Closed	-$35K	–	256
2018 Q3	$35K	Hold	861	–	–	0.03%	286
2018 Q2	$39K	Hold	861	–	–	0.03%	274
2018 Q1	$40K	Buy	861 +3	+0.3%	+$148	0.04%	263
2017 Q4	$42K	Buy	+858	New	+$37.8K	0.03%	284

Other funds holding HAL

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

One Wealth Advisors's HAL Position: Q1 2023 in Review

One Wealth Advisors sold out of Halliburton (HAL) in Q1 2023, closing a stake of 1,858 shares — an estimated $73.1K sold.

One Wealth Advisors first reported a position in HAL in Q4 2017 and held it in 6 quarters. The position peaked at $73.1K in Q4 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

One Wealth Advisors reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,858 Halliburton shares in Q1 2023, an estimated $73.1K.
One Wealth Advisors first reported a position in Halliburton in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Halliburton position peaked at $73.1K in Q4 2022.
932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.