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Pacific Capital Wealth Advisors’s Halliburton HAL Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-397
Closed -$13.4K – 540
2024
Q2 		$13.4K Buy
+397
New +$14.7K ﹤0.01% 285

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's HAL Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Halliburton (HAL) in Q3 2024, closing a stake of 397 shares — an estimated $13.4K sold.

Pacific Capital Wealth Advisors first reported a position in HAL in Q2 2024 and held it in 1 quarter. The position peaked at $13.4K in Q2 2024. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 397 Halliburton shares in Q3 2024, an estimated $13.4K.
  • Pacific Capital Wealth Advisors first reported a position in Halliburton in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Halliburton position peaked at $13.4K in Q2 2024.
  • 923 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.