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Cherry Tree Wealth Management’s Halozyme HALO Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-52
Closed -$3.32K – 663
2025
Q1 		$3.32K Buy
+52
New +$3.02K ﹤0.01% 581

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
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

Cherry Tree Wealth Management's HALO Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Halozyme (HALO) in Q2 2025, closing a stake of 52 shares — an estimated $3.32K sold.

Cherry Tree Wealth Management first reported a position in HALO in Q1 2025 and held it in 1 quarter. The position peaked at $3.32K in Q1 2025. 551 funds tracked by Wall St. Rank hold HALO as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Halozyme position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 52 Halozyme shares in Q2 2025, an estimated $3.32K.
  • Cherry Tree Wealth Management first reported a position in Halozyme in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Halozyme position peaked at $3.32K in Q1 2025.
  • 551 funds tracked by Wall St. Rank held Halozyme as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.