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CarsonAllaria Wealth Management’s Halozyme HALO Stock Holding History

CarsonAllaria 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
2024
Q4 		– Sell
-98
Closed -$5.61K – 369
2024
Q3 		$5.61K Hold
98
– – ﹤0.01% 302
2024
Q2 		$5.13K Hold
98
– – ﹤0.01% 291
2024
Q1 		$3.99K Hold
98
– – ﹤0.01% 304
2023
Q4 		$3.62K Hold
98
– – ﹤0.01% 274
2023
Q3 		$3.74K Buy
98
+60
+158% +$2.46K ﹤0.01% 273
2023
Q2 		$1.37K Buy
+38
New +$1.3K ﹤0.01% 337

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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

CarsonAllaria Wealth Management's HALO Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Halozyme (HALO) in Q4 2024, closing a stake of 98 shares — an estimated $5.61K sold.

CarsonAllaria Wealth Management first reported a position in HALO in Q2 2023 and held it in 6 quarters. The position peaked at $5.61K in Q3 2024. 508 funds tracked by Wall St. Rank hold HALO as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Halozyme position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 98 Halozyme shares in Q4 2024, an estimated $5.61K.
  • CarsonAllaria Wealth Management first reported a position in Halozyme in Q2 2023 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Halozyme position peaked at $5.61K in Q3 2024.
  • 508 funds tracked by Wall St. Rank held Halozyme as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.