Triad Wealth Partners’s Halliburton HAL Stock Holding History

Triad 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 Q3	–	Sell	-36	Closed	-$1.22K	–	399
2024 Q2	$1.22K	Buy	+36	New	+$1.33K	﹤0.01%	849

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Triad Wealth Partners's HAL Position: Q3 2024 in Review

Triad Wealth Partners sold out of Halliburton (HAL) in Q3 2024, closing a stake of 36 shares — an estimated $1.22K sold.

Triad Wealth Partners first reported a position in HAL in Q2 2024 and held it in 1 quarter. The position peaked at $1.22K in Q2 2024. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

Triad Wealth Partners reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 36 Halliburton shares in Q3 2024, an estimated $1.22K.
Triad Wealth Partners first reported a position in Halliburton in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Halliburton position peaked at $1.22K in Q2 2024.
923 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.