Wagner Wealth Management (South Carolina)’s Halliburton HAL Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-141	Closed	-$3K	–	453
2022 Q3	$3K	Buy	141 +1	+0.7%	+$29	﹤0.01%	576
2022 Q2	$4K	Buy	+140	New	+$5.22K	﹤0.01%	549
2022 Q1	–	Sell	-139	Closed	-$3K	–	405
2021 Q4	$3K	Hold	139	–	–	﹤0.01%	605
2021 Q3	$3K	Hold	139	–	–	﹤0.01%	580
2021 Q2	$3K	Buy	139 +1	+0.7%	+$22	﹤0.01%	615
2021 Q1	$3K	Buy	+138	New	+$2.89K	﹤0.01%	585

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 $3.38T AUM 44.17% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HAL Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Halliburton (HAL) in Q4 2022, closing a stake of 141 shares — an estimated $3K sold.

Wagner Wealth Management (South Carolina) first reported a position in HAL in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 943 funds tracked by Wall St. Rank hold HAL as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Halliburton position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 141 Halliburton shares in Q4 2022, an estimated $3K.
Wagner Wealth Management (South Carolina) first reported a position in Halliburton in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Halliburton position peaked at $4K in Q2 2022.
943 funds tracked by Wall St. Rank held Halliburton as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.