FFA
HALO icon

Farther Finance Advisors’s Halozyme HALO Stock Holding History

Farther Finance 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
2026
Q1 		$872K Buy
13,333
+918
+7% +$64.7K 0.01% 1054
2025
Q4 		$836K Buy
12,415
+861
+7% +$57.9K 0.01% 991
2025
Q3 		$847K Buy
11,554
+2,832
+32% +$188K 0.01% 810
2025
Q2 		$454K Buy
8,722
+3,217
+58% +$183K 0.01% 953
2025
Q1 		$341K Buy
5,505
+4,741
+621% +$275K 0.01% 977
2024
Q4 		$36.5K Sell
764
-856
-53% -$43.9K ﹤0.01% 1811
2024
Q3 		$92.7K Buy
1,620
+1,028
+174% +$58.9K ﹤0.01% 1337
2024
Q2 		$30.8K Buy
592
+455
+332% +$20K ﹤0.01% 1607
2024
Q1 		$5.66K Sell
137
-116
-46% -$4.35K ﹤0.01% 2010
2023
Q4 		$9.35K Buy
253
+223
+743% +$8.4K ﹤0.01% 1639
2023
Q3 		$1.15K Hold
30
– – ﹤0.01% 2043
2023
Q2 		$1.08K Buy
30
+25
+500% +$853 ﹤0.01% 1950
2023
Q1 		$191 Buy
+5
New +$235 ﹤0.01% 2203

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return