Evoke Wealth’s Halozyme HALO Stock Holding History

Evoke Wealth’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
2022 Q1	–	Sell	-85	Closed	-$3K	–	1203
2021 Q4	$3K	Hold	85	–	–	﹤0.01%	988
2021 Q3	$3K	Hold	85	–	–	﹤0.01%	944
2021 Q2	$4K	Hold	85	–	–	﹤0.01%	931
2021 Q1	$4K	Buy	+85	New	+$3.88K	﹤0.01%	890

Other funds holding HALO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth's HALO Position: Q1 2022 in Review

Evoke Wealth sold out of Halozyme (HALO) in Q1 2022, closing a stake of 85 shares — an estimated $3K sold.

Evoke Wealth first reported a position in HALO in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 316 funds tracked by Wall St. Rank hold HALO as of Q1 2022.

Evoke Wealth reported no remaining Halozyme position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 85 Halozyme shares in Q1 2022, an estimated $3K.
Evoke Wealth first reported a position in Halozyme in Q1 2021 and held it in 4 quarters.
Evoke Wealth's Halozyme position peaked at $4K in Q2 2021.
316 funds tracked by Wall St. Rank held Halozyme as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.