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Personal CFO Solutions’s Halliburton HAL Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-14,541
Closed -$422K – 524
2024
Q3 		$422K Buy
14,541
+4,206
+41% +$133K 0.06% 307
2024
Q2 		$349K Sell
10,335
-702
-6% -$25.9K 0.05% 337
2024
Q1 		$435K Buy
11,037
+820
+8% +$29.4K 0.07% 291
2023
Q4 		$369K Buy
10,217
+245
+2% +$9.42K 0.06% 316
2023
Q3 		$404K Buy
9,972
+3,168
+47% +$124K 0.08% 246
2023
Q2 		$224K Buy
+6,804
New +$215K 0.05% 420
2020
Q1 		– Sell
-11,342
Closed -$275K – 321
2019
Q4 		$275K Buy
+11,342
New +$239K 0.08% 233

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Personal CFO Solutions's HAL Position: Q4 2024 in Review

Personal CFO Solutions sold out of Halliburton (HAL) in Q4 2024, closing a stake of 14,541 shares — an estimated $422K sold.

Personal CFO Solutions first reported a position in HAL in Q4 2019 and held it in 7 quarters. The position peaked at $435K in Q1 2024. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • Personal CFO Solutions reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 14,541 Halliburton shares in Q4 2024, an estimated $422K.
  • Personal CFO Solutions first reported a position in Halliburton in Q4 2019 and held it in 7 quarters.
  • Personal CFO Solutions's Halliburton position peaked at $435K in Q1 2024.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.