Ten Capital Wealth Advisors’s Halliburton HAL Stock Holding History

Ten Capital 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 Q2	$142K	Buy	4,305 +305	+8%	+$9.64K	0.04%	156
2023 Q1	$127K	Sell	4,000 -1,000	-20%	-$37K	0.04%	145
2022 Q4	$197K	Hold	5,000	–	–	0.08%	87
2022 Q3	$123K	Hold	5,000	–	–	0.06%	108
2022 Q2	$157K	Hold	5,000	–	–	0.07%	91
2022 Q1	$189K	Hold	5,000	–	–	0.08%	83
2021 Q4	$114K	Hold	5,000	–	–	0.05%	89
2021 Q3	$108K	Hold	5,000	–	–	0.05%	95
2021 Q2	$116K	Hold	5,000	–	–	0.03%	142
2021 Q1	$107K	Hold	5,000	–	–	0.03%	143
2020 Q4	$94K	Buy	+5,000	New	+$77.6K	0.03%	137

Other funds holding HAL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ten Capital Wealth Advisors's HAL Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Halliburton (HAL) stake by 7.6% in Q2 2023, buying an estimated $9.64K and bringing the position to 4,305 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #156.

Ten Capital Wealth Advisors first reported a position in HAL in Q4 2020 and has held it in 11 quarters since. The position peaked at $197K in Q4 2022. 913 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

Ten Capital Wealth Advisors held 4,305 shares of Halliburton worth $142K as of Q2 2023.
Ten Capital Wealth Advisors bought 305 Halliburton shares in Q2 2023, an estimated $9.64K.
Halliburton made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #156 holding.
Ten Capital Wealth Advisors first reported a position in Halliburton in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Halliburton position peaked at $197K in Q4 2022.
913 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.