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Beaird Harris Wealth Management’s Halozyme HALO Stock Holding History

Beaird Harris 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
-101
Closed -$5.75K – 583
2022
Q4 		$5.75K Buy
+101
New +$5.17K ﹤0.01% 396

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

Beaird Harris Wealth Management's HALO Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Halozyme (HALO) in Q1 2023, closing a stake of 101 shares — an estimated $5.75K sold.

Beaird Harris Wealth Management first reported a position in HALO in Q4 2022 and held it in 1 quarter. The position peaked at $5.75K in Q4 2022. 386 funds tracked by Wall St. Rank hold HALO as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Halozyme position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 101 Halozyme shares in Q1 2023, an estimated $5.75K.
  • Beaird Harris Wealth Management first reported a position in Halozyme in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Halozyme position peaked at $5.75K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Halozyme as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.