ViaWealth’s Halliburton HAL Stock Holding History

ViaWealth’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	-5,891	Closed	-$238K	–	155
2022 Q4	$238K	Buy	+5,891	New	+$209K	0.2%	143

Other funds holding HAL

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

ViaWealth's HAL Position: Q1 2023 in Review

ViaWealth sold out of Halliburton (HAL) in Q1 2023, closing a stake of 5,891 shares — an estimated $238K sold.

ViaWealth first reported a position in HAL in Q4 2022 and held it in 1 quarter. The position peaked at $238K in Q4 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

ViaWealth reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
ViaWealth sold 5,891 Halliburton shares in Q1 2023, an estimated $238K.
ViaWealth first reported a position in Halliburton in Q4 2022 and held it in 1 quarter.
ViaWealth's Halliburton position peaked at $238K in Q4 2022.
932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on ViaWealth's 13F filing for Q1 2023, filed 12 May 2023.