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Pinnacle Family Advisors’s Halliburton HAL Stock Holding History

Pinnacle Family 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
Q1 		– Sell
-10,315
Closed -$373K – 103
2023
Q4 		$373K Buy
+10,315
New +$397K 0.22% 68
2022
Q2 		– Sell
-9,955
Closed -$377K – 98
2022
Q1 		$377K Buy
+9,955
New +$322K 0.2% 80

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pinnacle Family Advisors's HAL Position: Q1 2024 in Review

Pinnacle Family Advisors sold out of Halliburton (HAL) in Q1 2024, closing a stake of 10,315 shares — an estimated $373K sold.

Pinnacle Family Advisors first reported a position in HAL in Q1 2022 and held it in 2 quarters. The position peaked at $377K in Q1 2022. 990 funds tracked by Wall St. Rank hold HAL as of Q1 2024.

  • Pinnacle Family Advisors reported no remaining Halliburton position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Family Advisors sold 10,315 Halliburton shares in Q1 2024, an estimated $373K.
  • Pinnacle Family Advisors first reported a position in Halliburton in Q1 2022 and held it in 2 quarters.
  • Pinnacle Family Advisors's Halliburton position peaked at $377K in Q1 2022.
  • 990 funds tracked by Wall St. Rank held Halliburton as of Q1 2024.

Based on Pinnacle Family Advisors's 13F filing for Q1 2024, filed 15 May 2024.