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Avior Wealth Management’s Halozyme HALO Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-26
Closed -$1.06K – 2881
2024
Q1 		$1.06K Buy
+26
New +$975 ﹤0.01% 2391

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Avior Wealth Management's HALO Position: Q2 2024 in Review

Avior Wealth Management sold out of Halozyme (HALO) in Q2 2024, closing a stake of 26 shares — an estimated $1.06K sold.

Avior Wealth Management first reported a position in HALO in Q1 2024 and held it in 1 quarter. The position peaked at $1.06K in Q1 2024. 460 funds tracked by Wall St. Rank hold HALO as of Q2 2024.

  • Avior Wealth Management reported no remaining Halozyme position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 26 Halozyme shares in Q2 2024, an estimated $1.06K.
  • Avior Wealth Management first reported a position in Halozyme in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Halozyme position peaked at $1.06K in Q1 2024.
  • 460 funds tracked by Wall St. Rank held Halozyme as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.