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Provence Wealth Management Group’s Halliburton HAL Stock Holding History

Provence Wealth Management 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
Q4 		$289 Hold
8
– – ﹤0.01% 452
2023
Q3 		$324 Buy
+8
New +$313 ﹤0.01% 459

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Provence Wealth Management Group's HAL Position: Q4 2023 in Review

Provence Wealth Management Group held its Halliburton (HAL) position steady in Q4 2023 at 8 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Provence Wealth Management Group first reported a position in HAL in Q3 2023 and has held it in 2 quarters since. The position peaked at $324 in Q3 2023. 1,002 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

  • Provence Wealth Management Group held 8 shares of Halliburton worth $289 as of Q4 2023.
  • Provence Wealth Management Group left its Halliburton share count unchanged in Q4 2023.
  • Halliburton made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #452 holding.
  • Provence Wealth Management Group first reported a position in Halliburton in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's Halliburton position peaked at $324 in Q3 2023.
  • 1,002 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.