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Axxcess Wealth Management’s Halozyme HALO Stock Holding History

Axxcess 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
2023
Q1 		– Sell
-3,950
Closed -$225K – 662
2022
Q4 		$225K Buy
+3,950
New +$202K 0.02% 524

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Axxcess Wealth Management's HALO Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Halozyme (HALO) in Q1 2023, closing a stake of 3,950 shares — an estimated $225K sold.

Axxcess Wealth Management first reported a position in HALO in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 386 funds tracked by Wall St. Rank hold HALO as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Halozyme position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,950 Halozyme shares in Q1 2023, an estimated $225K.
  • Axxcess Wealth Management first reported a position in Halozyme in Q4 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Halozyme position peaked at $225K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Halozyme as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.