Financial Gravity Asset Management’s Halozyme HALO Stock Holding History

Financial Gravity Asset 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
2023 Q1	–	Sell	-57	Closed	-$842	–	1360
2022 Q4	$842	Sell	57 -543	-91%	-$27.8K	﹤0.01%	702
2022 Q3	$2.22K	Buy	+600	New	+$26.5K	0.08%	263
2021 Q3	–	Sell	-73	Closed	-$45K	–	971
2021 Q2	$45K	Buy	73 +7	+11%	+$310	0.02%	602
2021 Q1	$2.77K	Buy	+66	New	+$3.01K	0.06%	211

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

SCM

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Financial Gravity Asset Management's HALO Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Halozyme (HALO) in Q1 2023, closing a stake of 57 shares — an estimated $842 sold.

Financial Gravity Asset Management first reported a position in HALO in Q1 2021 and held it in 4 quarters. The position peaked at $45K in Q2 2021. 386 funds tracked by Wall St. Rank hold HALO as of Q1 2023.

Financial Gravity Asset Management reported no remaining Halozyme position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 57 Halozyme shares in Q1 2023, an estimated $842.
Financial Gravity Asset Management first reported a position in Halozyme in Q1 2021 and held it in 4 quarters.
Financial Gravity Asset Management's Halozyme position peaked at $45K in Q2 2021.
386 funds tracked by Wall St. Rank held Halozyme as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.