Red Door Wealth Management’s Halliburton HAL Stock Holding History

Red Door Wealth Management’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	–	Sell	-13,258	Closed	-$437K	–	195
2023 Q2	$437K	Buy	+13,258	New	+$419K	0.1%	140
2021 Q3	–	Sell	-100	Closed	-$2K	–	349
2021 Q2	$2K	Buy	+100	New	+$2.22K	﹤0.01%	564
2020 Q3	–	Sell	-100	Closed	-$1K	–	229
2020 Q2	$1K	Buy	+100	New	+$1.08K	﹤0.01%	432

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 $3.38T AUM 44.17% 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

Red Door Wealth Management's HAL Position: Q3 2023 in Review

Red Door Wealth Management sold out of Halliburton (HAL) in Q3 2023, closing a stake of 13,258 shares — an estimated $437K sold.

Red Door Wealth Management first reported a position in HAL in Q2 2020 and held it in 3 quarters. The position peaked at $437K in Q2 2023. 957 funds tracked by Wall St. Rank hold HAL as of Q3 2023.

Red Door Wealth Management reported no remaining Halliburton position as of Q3 2023 after selling out during the quarter.
Red Door Wealth Management sold 13,258 Halliburton shares in Q3 2023, an estimated $437K.
Red Door Wealth Management first reported a position in Halliburton in Q2 2020 and held it in 3 quarters.
Red Door Wealth Management's Halliburton position peaked at $437K in Q2 2023.
957 funds tracked by Wall St. Rank held Halliburton as of Q3 2023.

Based on Red Door Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.