WCG Wealth Advisors’s Halliburton HAL Stock Holding History

WCG Wealth Advisors’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 Q3	–	Sell	-9,318	Closed	-$292K	–	295
2022 Q2	$292K	Buy	+9,318	New	+$347K	0.04%	217

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCG Wealth Advisors's HAL Position: Q3 2022 in Review

WCG Wealth Advisors sold out of Halliburton (HAL) in Q3 2022, closing a stake of 9,318 shares — an estimated $292K sold.

WCG Wealth Advisors first reported a position in HAL in Q2 2022 and held it in 1 quarter. The position peaked at $292K in Q2 2022. 812 funds tracked by Wall St. Rank hold HAL as of Q3 2022.

WCG Wealth Advisors reported no remaining Halliburton position as of Q3 2022 after selling out during the quarter.
WCG Wealth Advisors sold 9,318 Halliburton shares in Q3 2022, an estimated $292K.
WCG Wealth Advisors first reported a position in Halliburton in Q2 2022 and held it in 1 quarter.
WCG Wealth Advisors's Halliburton position peaked at $292K in Q2 2022.
812 funds tracked by Wall St. Rank held Halliburton as of Q3 2022.

Based on WCG Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.