Polaris Wealth Advisory Group’s Halliburton HAL Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$478K	Sell	11,794 -11,169	-49%	-$438K	0.04%	134
2023 Q2	$758K	Buy	+22,963	New	+$725K	0.06%	122
2022 Q1	–	Sell	-11,300	Closed	-$258K	–	174
2021 Q4	$258K	Hold	11,300	–	–	0.01%	156
2021 Q3	$264K	Hold	11,300	–	–	0.02%	143
2021 Q2	$269K	Hold	11,300	–	–	0.02%	147
2021 Q1	$238K	Hold	11,300	–	–	0.02%	153
2020 Q4	$227K	Hold	11,300	–	–	0.02%	163
2020 Q3	$135K	Sell	11,300 -1,000	-8%	-$14.5K	0.01%	150
2020 Q2	$153K	Buy	+12,300	New	+$133K	0.01%	139
2020 Q1	–	Sell	-144,699	Closed	-$3.44M	–	142
2019 Q4	$3.44M	Buy	+144,699	New	+$3.05M	0.23%	81
2018 Q4	–	Sell	-2,300	Closed	-$93K	–	274
2018 Q3	$93K	Sell	2,300 -700	-23%	-$29K	0.01%	205
2018 Q2	$141K	Sell	3,000 -1,300	-30%	-$64.7K	0.01%	107
2018 Q1	$202K	Sell	4,300 -320	-7%	-$15.8K	0.02%	138
2017 Q4	$226K	Buy	+4,620	New	+$204K	0.02%	134
2015 Q2	–	Sell	-112,037	Closed	-$4.92M	–	77
2015 Q1	$4.92M	Buy	+112,037	New	+$4.67M	0.89%	44

Other funds holding HAL

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

Polaris Wealth Advisory Group's HAL Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Halliburton (HAL) stake by 49% in Q3 2023, selling an estimated $438K and leaving 11,794 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #134.

Polaris Wealth Advisory Group first reported a position in HAL in Q1 2015 and has held it in 15 quarters since. The position peaked at $4.92M in Q1 2015. 958 funds tracked by Wall St. Rank hold HAL as of Q3 2023.

Polaris Wealth Advisory Group held 11,794 shares of Halliburton worth $478K as of Q3 2023.
Polaris Wealth Advisory Group sold 11,169 Halliburton shares in Q3 2023, an estimated $438K.
Halliburton made up 0.04% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #134 holding.
Polaris Wealth Advisory Group first reported a position in Halliburton in Q1 2015 and has held it in 15 quarters since.
Polaris Wealth Advisory Group's Halliburton position peaked at $4.92M in Q1 2015.
958 funds tracked by Wall St. Rank held Halliburton as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.