WP
HAL icon

WealthShield Partners’s Halliburton HAL Stock Holding History

WealthShield Partners’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
-36,449
Closed -$1.23M – 494
2024
Q2 		$1.23M Buy
36,449
+3,403
+10% +$126K 0.19% 128
2024
Q1 		$1.3M Sell
33,046
-11,492
-26% -$412K 0.21% 124
2023
Q4 		$1.61M Buy
44,538
+2,046
+5% +$78.7K 0.27% 107
2023
Q3 		$1.72M Buy
42,492
+5,333
+14% +$209K 0.26% 105
2023
Q2 		$1.23M Buy
37,159
+4,865
+15% +$154K 0.18% 131
2023
Q1 		$1.02M Buy
32,294
+20,829
+182% +$771K 0.16% 144
2022
Q4 		$451K Sell
11,465
-1,604
-12% -$56.8K 0.09% 206
2022
Q3 		$322K Buy
13,069
+1,708
+15% +$48.8K 0.06% 239
2022
Q2 		$356K Buy
11,361
+194
+2% +$7.23K 0.07% 231
2022
Q1 		$423K Buy
11,167
+223
+2% +$7.21K 0.07% 249
2021
Q4 		$250K Buy
10,944
+1,174
+12% +$27.8K 0.04% 251
2021
Q3 		$212K Buy
9,770
+1,096
+13% +$22.5K 0.06% 224
2021
Q2 		$201K Buy
8,674
+1,638
+23% +$36.4K 0.03% 259
2021
Q1 		$151K Buy
+7,036
New +$147K 0.03% 288

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthShield Partners's HAL Position: Q3 2024 in Review

WealthShield Partners sold out of Halliburton (HAL) in Q3 2024, closing a stake of 36,449 shares — an estimated $1.23M sold.

WealthShield Partners first reported a position in HAL in Q1 2021 and held it in 14 quarters. The position peaked at $1.72M in Q3 2023. 926 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • WealthShield Partners reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
  • WealthShield Partners sold 36,449 Halliburton shares in Q3 2024, an estimated $1.23M.
  • WealthShield Partners first reported a position in Halliburton in Q1 2021 and held it in 14 quarters.
  • WealthShield Partners's Halliburton position peaked at $1.72M in Q3 2023.
  • 926 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on WealthShield Partners's 13F filing for Q3 2024, filed 4 Nov 2024.