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SYSTM Wealth Solutions’s Halliburton HAL Stock Holding History

SYSTM Wealth Solutions’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
-22,901
Closed -$903K – 791
2024
Q1 		$903K Sell
22,901
-3,707
-14% -$133K 0.11% 214
2023
Q4 		$962K Sell
26,608
-189
-0.7% -$7.27K 0.13% 198
2023
Q3 		$1.09M Sell
26,797
-4,057
-13% -$159K 0.17% 167
2023
Q2 		$1.02M Buy
30,854
+1,965
+7% +$62.1K 0.14% 195
2023
Q1 		$914K Buy
+28,889
New +$1.07M 0.14% 189

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

SYSTM Wealth Solutions's HAL Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Halliburton (HAL) in Q2 2024, closing a stake of 22,901 shares — an estimated $903K sold.

SYSTM Wealth Solutions first reported a position in HAL in Q1 2023 and held it in 5 quarters. The position peaked at $1.09M in Q3 2023. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 22,901 Halliburton shares in Q2 2024, an estimated $903K.
  • SYSTM Wealth Solutions first reported a position in Halliburton in Q1 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Halliburton position peaked at $1.09M in Q3 2023.
  • 976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.