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Atria Wealth Solutions’s Halozyme HALO Stock Holding History

Atria Wealth Solutions’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
-14,890
Closed -$852K – 2024
2024
Q3 		$852K Buy
14,890
+3,338
+29% +$191K 0.01% 977
2024
Q2 		$605K Buy
+11,552
New +$507K 0.01% 1143

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

Atria Wealth Solutions's HALO Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Halozyme (HALO) in Q4 2024, closing a stake of 14,890 shares — an estimated $852K sold.

Atria Wealth Solutions first reported a position in HALO in Q2 2024 and held it in 2 quarters. The position peaked at $852K in Q3 2024. 508 funds tracked by Wall St. Rank hold HALO as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Halozyme position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,890 Halozyme shares in Q4 2024, an estimated $852K.
  • Atria Wealth Solutions first reported a position in Halozyme in Q2 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Halozyme position peaked at $852K in Q3 2024.
  • 508 funds tracked by Wall St. Rank held Halozyme as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.