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Edmonds Duncan Registered Investment Advisors’s Halozyme HALO Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
2023
Q1 		– Sell
-3,849
Closed -$219K – 143
2022
Q4 		$219K Buy
+3,849
New +$197K 0.07% 118

Other funds holding HALO

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Vanguard Group
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's HALO Position: Q1 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of Halozyme (HALO) in Q1 2023, closing a stake of 3,849 shares — an estimated $219K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in HALO in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 386 funds tracked by Wall St. Rank hold HALO as of Q1 2023.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Halozyme position as of Q1 2023 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 3,849 Halozyme shares in Q1 2023, an estimated $219K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Halozyme in Q4 2022 and held it in 1 quarter.
  • Edmonds Duncan Registered Investment Advisors's Halozyme position peaked at $219K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Halozyme as of Q1 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.