Dakota Wealth Management
HLN icon

Dakota Wealth Management’s Haleon HLN Stock Holding History

Dakota Wealth Management’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,983
Closed -$85K – 611
2022
Q3 		$85K Buy
+13,983
New +$90.5K 0.01% 564

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Fisher Asset Management
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BCPEMI
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JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dakota Wealth Management's HLN Position: Q4 2022 in Review

Dakota Wealth Management sold out of Haleon (HLN) in Q4 2022, closing a stake of 13,983 shares — an estimated $85K sold.

Dakota Wealth Management first reported a position in HLN in Q3 2022 and held it in 1 quarter. The position peaked at $85K in Q3 2022. 585 funds tracked by Wall St. Rank hold HLN as of Q4 2022.

  • Dakota Wealth Management reported no remaining Haleon position as of Q4 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 13,983 Haleon shares in Q4 2022, an estimated $85K.
  • Dakota Wealth Management first reported a position in Haleon in Q3 2022 and held it in 1 quarter.
  • Dakota Wealth Management's Haleon position peaked at $85K in Q3 2022.
  • 585 funds tracked by Wall St. Rank held Haleon as of Q4 2022.

Based on Dakota Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.