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Financial Advocates Investment Management’s Halozyme HALO Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-10,132
Closed -$647K – 687
2025
Q1 		$647K Buy
10,132
+143
+1% +$8.31K 0.05% 373
2024
Q4 		$478K Buy
+9,989
New +$512K 0.03% 458
2022
Q4 		– Sell
-6,421
Closed -$541K – 812
2022
Q3 		$541K Buy
+6,421
New +$284K 0.04% 398

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
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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's HALO Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Halozyme (HALO) in Q2 2025, closing a stake of 10,132 shares — an estimated $647K sold.

Financial Advocates Investment Management first reported a position in HALO in Q3 2022 and held it in 3 quarters. The position peaked at $647K in Q1 2025. 551 funds tracked by Wall St. Rank hold HALO as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Halozyme position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,132 Halozyme shares in Q2 2025, an estimated $647K.
  • Financial Advocates Investment Management first reported a position in Halozyme in Q3 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's Halozyme position peaked at $647K in Q1 2025.
  • 551 funds tracked by Wall St. Rank held Halozyme as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.