Avantax Advisory Services’s Halozyme HALO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
5,058
-4,263
-46% -$243K ﹤0.01% 2016
2025
Q1
$595K Sell
9,321
-445
-5% -$25.9K ﹤0.01% 1396
2024
Q4
$467K Buy
9,766
+1,839
+23% +$94.3K ﹤0.01% 1492
2024
Q3
$454K Buy
+7,927
New +$454K ﹤0.01% 1478

Other funds holding HALO

Avantax Advisory Services's HALO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Halozyme (HALO) stake by 46% in Q2 2025, selling an estimated $243K and leaving 5,058 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Avantax Advisory Services first reported a position in HALO in Q3 2024 and has held it in 4 quarters since. The position peaked at $595K in Q1 2025. 551 funds tracked by Wall St. Rank hold HALO as of Q2 2025.

  • Avantax Advisory Services held 5,058 shares of Halozyme worth $263K as of Q2 2025.
  • Avantax Advisory Services sold 4,263 Halozyme shares in Q2 2025, an estimated $243K.
  • Halozyme made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2016 holding.
  • Avantax Advisory Services first reported a position in Halozyme in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's Halozyme position peaked at $595K in Q1 2025.
  • 551 funds tracked by Wall St. Rank held Halozyme as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.