PPWP
HAL icon

Premier Path Wealth Partners’s Halliburton HAL Stock Holding History

Premier Path Wealth Partners’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
Q2 		– Sell
-5,866
Closed -$231K – 377
2024
Q1 		$231K Sell
5,866
-691
-11% -$24.8K 0.04% 307
2023
Q4 		$237K Buy
+6,557
New +$252K 0.05% 296

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Premier Path Wealth Partners's HAL Position: Q2 2024 in Review

Premier Path Wealth Partners sold out of Halliburton (HAL) in Q2 2024, closing a stake of 5,866 shares — an estimated $231K sold.

Premier Path Wealth Partners first reported a position in HAL in Q4 2023 and held it in 2 quarters. The position peaked at $237K in Q4 2023. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Premier Path Wealth Partners reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • Premier Path Wealth Partners sold 5,866 Halliburton shares in Q2 2024, an estimated $231K.
  • Premier Path Wealth Partners first reported a position in Halliburton in Q4 2023 and held it in 2 quarters.
  • Premier Path Wealth Partners's Halliburton position peaked at $237K in Q4 2023.
  • 976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Premier Path Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.