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Tanager Wealth Management’s Halliburton HAL Stock Holding History

Tanager 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
Q1 		– Sell
-5,911
Closed -$233K – 78
2022
Q4 		$233K Buy
+5,911
New +$209K 0.06% 66

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Tanager Wealth Management's HAL Position: Q1 2023 in Review

Tanager Wealth Management sold out of Halliburton (HAL) in Q1 2023, closing a stake of 5,911 shares — an estimated $233K sold.

Tanager Wealth Management first reported a position in HAL in Q4 2022 and held it in 1 quarter. The position peaked at $233K in Q4 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

  • Tanager Wealth Management reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
  • Tanager Wealth Management sold 5,911 Halliburton shares in Q1 2023, an estimated $233K.
  • Tanager Wealth Management first reported a position in Halliburton in Q4 2022 and held it in 1 quarter.
  • Tanager Wealth Management's Halliburton position peaked at $233K in Q4 2022.
  • 932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Tanager Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.