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CBIZ Investment Advisory Services’s Halozyme HALO Stock Holding History

CBIZ Investment Advisory Services’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
Q3 		– Sell
-600
Closed -$31.2K – 719
2025
Q2 		$31.2K Hold
600
– – ﹤0.01% 181
2025
Q1 		$38.3K Hold
600
– – ﹤0.01% 141
2024
Q4 		$28.7K Buy
+600
New +$30.8K ﹤0.01% 164

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CBIZ Investment Advisory Services's HALO Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Halozyme (HALO) in Q3 2025, closing a stake of 600 shares — an estimated $31.2K sold.

CBIZ Investment Advisory Services first reported a position in HALO in Q4 2024 and held it in 3 quarters. The position peaked at $38.3K in Q1 2025. 602 funds tracked by Wall St. Rank hold HALO as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Halozyme position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 600 Halozyme shares in Q3 2025, an estimated $31.2K.
  • CBIZ Investment Advisory Services first reported a position in Halozyme in Q4 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Halozyme position peaked at $38.3K in Q1 2025.
  • 602 funds tracked by Wall St. Rank held Halozyme as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.