VisionPoint Advisory Group’s Halliburton HAL Stock Holding History

VisionPoint Advisory Group’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	-43	Closed	-$1.45K	–	465
2024 Q2	$1.45K	Buy	43 +4	+10%	+$148	﹤0.01%	694
2024 Q1	$1.54K	Sell	39 -3	-7%	-$107	﹤0.01%	703
2023 Q4	$1.52K	Sell	42 -20	-32%	-$769	﹤0.01%	654
2023 Q3	$2.51K	Buy	62 +56	+933%	+$2.19K	﹤0.01%	574
2023 Q2	$198	Buy	+6	New	+$190	﹤0.01%	592

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

VisionPoint Advisory Group's HAL Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Halliburton (HAL) in Q3 2024, closing a stake of 43 shares — an estimated $1.45K sold.

VisionPoint Advisory Group first reported a position in HAL in Q2 2023 and held it in 5 quarters. The position peaked at $2.51K in Q3 2023. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

VisionPoint Advisory Group reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 43 Halliburton shares in Q3 2024, an estimated $1.45K.
VisionPoint Advisory Group first reported a position in Halliburton in Q2 2023 and held it in 5 quarters.
VisionPoint Advisory Group's Halliburton position peaked at $2.51K in Q3 2023.
922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.