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Stratos Wealth Advisors’s Halliburton HAL Stock Holding History

Stratos Wealth Advisors’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 		– Sell
-7,605
Closed -$308K – 706
2023
Q3 		$308K Buy
7,605
+263
+4% +$10.3K 0.02% 522
2023
Q2 		$242K Hold
7,342
– – 0.02% 563
2023
Q1 		$232K Buy
7,342
+18
+0.2% +$667 0.02% 551
2022
Q4 		$288K Sell
7,324
-2,019
-22% -$71.5K 0.02% 480
2022
Q3 		$230K Buy
+9,343
New +$267K 0.02% 457
2022
Q2 		– Sell
-6,684
Closed -$253K – 520
2022
Q1 		$253K Buy
+6,684
New +$216K 0.02% 471

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

Stratos Wealth Advisors's HAL Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of Halliburton (HAL) in Q4 2023, closing a stake of 7,605 shares — an estimated $308K sold.

Stratos Wealth Advisors first reported a position in HAL in Q1 2022 and held it in 6 quarters. The position peaked at $308K in Q3 2023. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

  • Stratos Wealth Advisors reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 7,605 Halliburton shares in Q4 2023, an estimated $308K.
  • Stratos Wealth Advisors first reported a position in Halliburton in Q1 2022 and held it in 6 quarters.
  • Stratos Wealth Advisors's Halliburton position peaked at $308K in Q3 2023.
  • 1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.