Cetera Investment Advisers
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Cetera Investment Advisers’s Halozyme HALO Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$3.48M Sell
53,865
-1,495
-3% -$105K ﹤0.01% 1775
2025
Q4 		$3.73M Sell
55,360
-4,669
-8% -$314K ﹤0.01% 1678
2025
Q3 		$4.4M Buy
60,029
+14,075
+31% +$935K 0.01% 1509
2025
Q2 		$2.39M Buy
45,954
+785
+2% +$44.7K ﹤0.01% 1712
2025
Q1 		$2.88M Buy
45,169
+3,095
+7% +$180K 0.01% 1474
2024
Q4 		$2.01M Buy
42,074
+3,020
+8% +$155K ﹤0.01% 1654
2024
Q3 		$2.24M Buy
39,054
+11,368
+41% +$652K ﹤0.01% 1550
2024
Q2 		$1.45M Buy
27,686
+8,708
+46% +$382K ﹤0.01% 1807
2024
Q1 		$772K Buy
+18,978
New +$711K ﹤0.01% 2271

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return