TFO Wealth Partners’s Halliburton HAL Stock Holding History

TFO Wealth Partners’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	-16	Closed	-$631	–	354
2024 Q1	$631	Sell	16 -6	-27%	-$215	﹤0.01%	223
2023 Q4	$795	Hold	22	–	–	﹤0.01%	239
2023 Q3	$726	Buy	22 +6	+38%	+$235	﹤0.01%	356
2023 Q2	$528	Hold	16	–	–	﹤0.01%	274
2023 Q1	$506	Buy	16 +15	+1,500%	+$556	﹤0.01%	242
2022 Q4	$16	Buy	+1	New	+$35	﹤0.01%	912
2021 Q3	–	Sell	-200	Closed	-$5K	–	158
2021 Q2	$5K	Buy	+200	New	+$4.44K	﹤0.01%	86
2020 Q4	–	Sell	-1,000	Closed	-$12K	–	111
2020 Q3	$12K	Hold	1,000	–	–	﹤0.01%	71
2020 Q2	$13K	Hold	1,000	–	–	0.01%	77
2020 Q1	$6K	Hold	1,000	–	–	﹤0.01%	100
2019 Q4	$24K	Buy	+1,000	New	+$21.1K	0.02%	89

Other funds holding HAL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's HAL Position: Q2 2024 in Review

TFO Wealth Partners sold out of Halliburton (HAL) in Q2 2024, closing a stake of 16 shares — an estimated $631 sold.

TFO Wealth Partners first reported a position in HAL in Q4 2019 and held it in 11 quarters. The position peaked at $24K in Q4 2019. 978 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

TFO Wealth Partners reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 16 Halliburton shares in Q2 2024, an estimated $631.
TFO Wealth Partners first reported a position in Halliburton in Q4 2019 and held it in 11 quarters.
TFO Wealth Partners's Halliburton position peaked at $24K in Q4 2019.
978 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.