Bogart Wealth LLC’s Halozyme HALO Stock Holding History

Bogart Wealth LLC’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
2022 Q4	–	Sell	-50	Closed	-$2K	–	1113
2022 Q3	$2K	Buy	+50	New	+$2.21K	﹤0.01%	820

Other funds holding HALO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's HALO Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Halozyme (HALO) in Q4 2022, closing a stake of 50 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in HALO in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 423 funds tracked by Wall St. Rank hold HALO as of Q4 2022.

Bogart Wealth LLC reported no remaining Halozyme position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 50 Halozyme shares in Q4 2022, an estimated $2K.
Bogart Wealth LLC first reported a position in Halozyme in Q3 2022 and held it in 1 quarter.
Bogart Wealth LLC's Halozyme position peaked at $2K in Q3 2022.
423 funds tracked by Wall St. Rank held Halozyme as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.