TriaGen Wealth Management’s Halliburton HAL Stock Holding History

TriaGen 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	-9,467	Closed	-$373K	–	173
2022 Q4	$373K	Buy	+9,467	New	+$335K	0.21%	113
2022 Q1	–	Sell	-55,800	Closed	-$1.28M	–	183
2021 Q4	$1.28M	Buy	+55,800	New	+$1.32M	0.63%	59
2021 Q2	–	Sell	-30,100	Closed	-$646K	–	193
2021 Q1	$646K	Sell	30,100 -200	-0.7%	-$4.18K	0.37%	82
2020 Q4	$573K	Buy	+30,300	New	+$470K	0.34%	87

Other funds holding HAL

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

TriaGen Wealth Management sold out of Halliburton (HAL) in Q1 2023, closing a stake of 9,467 shares — an estimated $373K sold.

TriaGen Wealth Management first reported a position in HAL in Q4 2020 and held it in 4 quarters. The position peaked at $1.28M in Q4 2021. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

TriaGen Wealth Management reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
TriaGen Wealth Management sold 9,467 Halliburton shares in Q1 2023, an estimated $373K.
TriaGen Wealth Management first reported a position in Halliburton in Q4 2020 and held it in 4 quarters.
TriaGen Wealth Management's Halliburton position peaked at $1.28M in Q4 2021.
932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.