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	–	267
2019 Q1	$25K	Buy	+861	New	+$26K	0.02%	254
2018 Q4	–	Sell	-861	Closed	-$35K	–	257
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 $5.7T 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 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 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