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RWA Wealth Partners’s Halliburton HAL Stock Holding History

RWA 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
Q4 		– Sell
-22,470
Closed -$653K – 574
2024
Q3 		$653K Buy
22,470
+381
+2% +$12K 0.01% 376
2024
Q2 		$746K Buy
22,089
+6,151
+39% +$227K 0.01% 344
2024
Q1 		$628K Buy
15,938
+3,580
+29% +$128K 0.01% 366
2023
Q4 		$447K Buy
+12,358
New +$475K 0.01% 390
2018
Q3 		– Sell
-2,225
Closed -$100K – 438
2018
Q2 		$100K Buy
2,225
+116
+6% +$5.78K 0.01% 323
2018
Q1 		$99K Buy
+2,109
New +$104K 0.01% 266

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWA Wealth Partners's HAL Position: Q4 2024 in Review

RWA Wealth Partners sold out of Halliburton (HAL) in Q4 2024, closing a stake of 22,470 shares — an estimated $653K sold.

RWA Wealth Partners first reported a position in HAL in Q1 2018 and held it in 6 quarters. The position peaked at $746K in Q2 2024. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • RWA Wealth Partners reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 22,470 Halliburton shares in Q4 2024, an estimated $653K.
  • RWA Wealth Partners first reported a position in Halliburton in Q1 2018 and held it in 6 quarters.
  • RWA Wealth Partners's Halliburton position peaked at $746K in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on RWA Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.