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CSat Investment Advisory’s Halozyme HALO Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-1,031
Closed -$27K – 710
2020
Q3 		$27K Buy
1,031
+127
+14% +$3.54K ﹤0.01% 787
2020
Q2 		$24K Buy
+904
New +$20.4K ﹤0.01% 792

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSat Investment Advisory's HALO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Halozyme (HALO) in Q4 2020, closing a stake of 1,031 shares — an estimated $27K sold.

CSat Investment Advisory first reported a position in HALO in Q2 2020 and held it in 2 quarters. The position peaked at $27K in Q3 2020. 343 funds tracked by Wall St. Rank hold HALO as of Q4 2020.

  • CSat Investment Advisory reported no remaining Halozyme position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,031 Halozyme shares in Q4 2020, an estimated $27K.
  • CSat Investment Advisory first reported a position in Halozyme in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Halozyme position peaked at $27K in Q3 2020.
  • 343 funds tracked by Wall St. Rank held Halozyme as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.