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Carolinas Wealth Consulting’s Halozyme HALO Stock Holding History

Carolinas Wealth Consulting’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
-31
Closed -$1.96K – 390
2025
Q1 		$1.96K Buy
31
+3
+11% +$174 ﹤0.01% 806
2024
Q4 		$1.33K Buy
28
+2
+8% +$103 ﹤0.01% 896
2024
Q3 		$1.44K Hold
26
– – ﹤0.01% 869
2024
Q2 		$1.32K Buy
26
+4
+18% +$175 ﹤0.01% 866
2024
Q1 		$913 Buy
+22
New +$825 ﹤0.01% 914
2020
Q4 		– Sell
-54
Closed -$1K – 930
2020
Q3 		$1K Buy
+54
New +$1.5K ﹤0.01% 829

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's HALO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Halozyme (HALO) in Q2 2025, closing a stake of 31 shares — an estimated $1.96K sold.

Carolinas Wealth Consulting first reported a position in HALO in Q3 2020 and held it in 6 quarters. The position peaked at $1.96K in Q1 2025. 551 funds tracked by Wall St. Rank hold HALO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Halozyme position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 31 Halozyme shares in Q2 2025, an estimated $1.96K.
  • Carolinas Wealth Consulting first reported a position in Halozyme in Q3 2020 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Halozyme position peaked at $1.96K in Q1 2025.
  • 551 funds tracked by Wall St. Rank held Halozyme as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.