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Wealth Alliance’s Halliburton HAL Stock Holding History

Wealth Alliance’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
Q4 		– Sell
-5,020
Closed -$203K – 523
2023
Q3 		$203K Sell
5,020
-3,278
-40% -$128K 0.03% 461
2023
Q2 		$274K Buy
8,298
+235
+3% +$7.42K 0.04% 401
2023
Q1 		$255K Buy
8,063
+126
+2% +$4.67K 0.04% 412
2022
Q4 		$312K Buy
+7,937
New +$281K 0.06% 338
2020
Q1 		– Sell
-11,847
Closed -$290K – 240
2019
Q4 		$290K Buy
+11,847
New +$250K 0.21% 71

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wealth Alliance's HAL Position: Q4 2023 in Review

Wealth Alliance sold out of Halliburton (HAL) in Q4 2023, closing a stake of 5,020 shares — an estimated $203K sold.

Wealth Alliance first reported a position in HAL in Q4 2019 and held it in 5 quarters. The position peaked at $312K in Q4 2022. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

  • Wealth Alliance reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
  • Wealth Alliance sold 5,020 Halliburton shares in Q4 2023, an estimated $203K.
  • Wealth Alliance first reported a position in Halliburton in Q4 2019 and held it in 5 quarters.
  • Wealth Alliance's Halliburton position peaked at $312K in Q4 2022.
  • 1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Wealth Alliance's 13F filing for Q4 2023, filed 30 Jan 2024.