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Advisornet Financial’s Halozyme HALO Stock Holding History

Advisornet Financial’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36
Closed -$2.06K – 2077
2024
Q3 		$2.06K Hold
36
– – ﹤0.01% 1749
2024
Q2 		$1.89K Hold
36
– – ﹤0.01% 1650
2024
Q1 		$1.46K Buy
36
+15
+71% +$562 ﹤0.01% 1660
2023
Q4 		$776 Buy
21
+2
+11% +$75 ﹤0.01% 1966
2023
Q3 		$726 Buy
19
+3
+19% +$123 ﹤0.01% 1883
2023
Q2 		$577 Buy
+16
New +$546 ﹤0.01% 2026
2023
Q1 		– Sell
-19
Closed -$1.08K – 2438
2022
Q4 		$1.08K Buy
+19
New +$973 ﹤0.01% 1812

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisornet Financial's HALO Position: Q4 2024 in Review

Advisornet Financial sold out of Halozyme (HALO) in Q4 2024, closing a stake of 36 shares — an estimated $2.06K sold.

Advisornet Financial first reported a position in HALO in Q4 2022 and held it in 7 quarters. The position peaked at $2.06K in Q3 2024. 508 funds tracked by Wall St. Rank hold HALO as of Q4 2024.

  • Advisornet Financial reported no remaining Halozyme position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 36 Halozyme shares in Q4 2024, an estimated $2.06K.
  • Advisornet Financial first reported a position in Halozyme in Q4 2022 and held it in 7 quarters.
  • Advisornet Financial's Halozyme position peaked at $2.06K in Q3 2024.
  • 508 funds tracked by Wall St. Rank held Halozyme as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.