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Sutton Wealth Advisors’s Halliburton HAL Stock Holding History

Sutton 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
Q3 		$31.1K Buy
767
+129
+20% +$5.05K 0.02% 291
2023
Q2 		$21K Buy
638
+145
+29% +$4.58K 0.01% 345
2023
Q1 		$15.6K Sell
493
-13
-3% -$481 0.01% 345
2022
Q4 		$19.9K Hold
506
– – 0.01% 689
2022
Q3 		$12.5K Sell
506
-10
-2% -$286 0.01% 830
2022
Q2 		$16.2K Buy
516
+23
+5% +$857 0.01% 741
2022
Q1 		$18.7K Buy
493
+31
+7% +$1K 0.01% 733
2021
Q4 		$10.6K Hold
462
– – ﹤0.01% 916
2021
Q3 		$9.99K Buy
462
+9
+2% +$184 ﹤0.01% 912
2021
Q2 		$10.5K Hold
453
– – ﹤0.01% 902
2021
Q1 		$9.72K Sell
453
-14
-3% -$293 ﹤0.01% 886
2020
Q4 		$8.83K Buy
467
+101
+28% +$1.57K ﹤0.01% 852
2020
Q3 		$4.41K Hold
366
– – ﹤0.01% 958
2020
Q2 		$4.75K Buy
366
+41
+13% +$442 ﹤0.01% 913
2020
Q1 		$2.23K Sell
325
-2,779
-90% -$48.4K ﹤0.01% 1024
2019
Q4 		$76K Hold
3,104
– – 0.04% 243
2019
Q3 		$58.5K Buy
3,104
+53
+2% +$1.1K 0.03% 271
2019
Q2 		$69.4K Sell
3,051
-96
-3% -$2.49K 0.04% 240
2019
Q1 		$92.2K Buy
3,147
+17
+0.5% +$513 0.05% 218
2018
Q4 		$83.2K Sell
3,130
-42
-1% -$1.42K 0.05% 214
2018
Q3 		$129K Hold
3,172
– – 0.08% 173
2018
Q2 		$143K Hold
3,172
– – 0.1% 160
2018
Q1 		$149K Hold
3,172
– – 0.11% 155
2017
Q4 		$155K Hold
3,172
– – 0.11% 149
2017
Q3 		$146K Buy
3,172
+82
+3% +$3.44K 0.11% 157
2017
Q2 		$132K Sell
3,090
-19
-0.6% -$872 0.1% 167
2017
Q1 		$153K Buy
3,109
+19
+0.6% +$1.02K 0.13% 137
2016
Q4 		$167K Hold
3,090
– – 0.15% 115
2016
Q3 		$139K Hold
3,090
– – 0.13% 135
2016
Q2 		$140K Hold
3,090
– – 0.13% 134
2016
Q1 		$110K Buy
+3,090
New +$101K 0.1% 168

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Sutton Wealth Advisors's HAL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Halliburton (HAL) stake by 20% in Q3 2023, buying an estimated $5.05K and bringing the position to 767 shares worth $31.1K. The position accounts for 0.02% of the portfolio, ranked #291.

Sutton Wealth Advisors first reported a position in HAL in Q1 2016 and has held it in 31 quarters since. The position peaked at $167K in Q4 2016. 958 funds tracked by Wall St. Rank hold HAL as of Q3 2023.

  • Sutton Wealth Advisors held 767 shares of Halliburton worth $31.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 129 Halliburton shares in Q3 2023, an estimated $5.05K.
  • Halliburton made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #291 holding.
  • Sutton Wealth Advisors first reported a position in Halliburton in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Halliburton position peaked at $167K in Q4 2016.
  • 958 funds tracked by Wall St. Rank held Halliburton as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.