SPWM
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Spartan Planning & Wealth Management’s Halliburton HAL Stock Holding History

Spartan Planning & 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
Q4 		$46.2K Sell
1,278
-6,700
-84% -$258K 0.05% 143
2023
Q3 		$323K Buy
+7,978
New +$313K 0.38% 39
2022
Q4 		$340K Buy
+8,648
New +$306K 0.42% 40

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
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 $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Spartan Planning & Wealth Management's HAL Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Halliburton (HAL) stake by 84% in Q4 2023, selling an estimated $258K and leaving 1,278 shares worth $46.2K. The position accounts for 0.05% of the portfolio, ranked #143.

Spartan Planning & Wealth Management first reported a position in HAL in Q4 2022 and has held it in 3 quarters since. The position peaked at $340K in Q4 2022. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

  • Spartan Planning & Wealth Management held 1,278 shares of Halliburton worth $46.2K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 6,700 Halliburton shares in Q4 2023, an estimated $258K.
  • Halliburton made up 0.05% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #143 holding.
  • Spartan Planning & Wealth Management first reported a position in Halliburton in Q4 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Halliburton position peaked at $340K in Q4 2022.
  • 1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.