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Robertson Stephens Wealth Management’s Halliburton HAL Stock Holding History

Robertson Stephens 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
2024
Q2 		– Sell
-5,270
Closed -$208K – 518
2024
Q1 		$208K Buy
+5,270
New +$189K 0.01% 480
2023
Q2 		– Sell
-20,887
Closed -$661K – 434
2023
Q1 		$661K Buy
+20,887
New +$774K 0.05% 256

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

Robertson Stephens Wealth Management's HAL Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of Halliburton (HAL) in Q2 2024, closing a stake of 5,270 shares — an estimated $208K sold.

Robertson Stephens Wealth Management first reported a position in HAL in Q1 2023 and held it in 2 quarters. The position peaked at $661K in Q1 2023. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Robertson Stephens Wealth Management reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,270 Halliburton shares in Q2 2024, an estimated $208K.
  • Robertson Stephens Wealth Management first reported a position in Halliburton in Q1 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Halliburton position peaked at $661K in Q1 2023.
  • 976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.