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Balboa Wealth Partners’s Halozyme HALO Stock Holding History

Balboa Wealth Partners’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
2025
Q2 		– Sell
-5,635
Closed -$360K – 390
2025
Q1 		$360K Sell
5,635
-540
-9% -$31.4K 0.09% 168
2024
Q4 		$295K Sell
6,175
-3,211
-34% -$165K 0.07% 213
2024
Q3 		$537K Buy
9,386
+846
+10% +$48.5K 0.13% 134
2024
Q2 		$447K Buy
8,540
+2,772
+48% +$122K 0.12% 142
2024
Q1 		$235K Buy
+5,768
New +$216K 0.07% 201

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balboa Wealth Partners's HALO Position: Q2 2025 in Review

Balboa Wealth Partners sold out of Halozyme (HALO) in Q2 2025, closing a stake of 5,635 shares — an estimated $360K sold.

Balboa Wealth Partners first reported a position in HALO in Q1 2024 and held it in 5 quarters. The position peaked at $537K in Q3 2024. 551 funds tracked by Wall St. Rank hold HALO as of Q2 2025.

  • Balboa Wealth Partners reported no remaining Halozyme position as of Q2 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 5,635 Halozyme shares in Q2 2025, an estimated $360K.
  • Balboa Wealth Partners first reported a position in Halozyme in Q1 2024 and held it in 5 quarters.
  • Balboa Wealth Partners's Halozyme position peaked at $537K in Q3 2024.
  • 551 funds tracked by Wall St. Rank held Halozyme as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.