Halpern Financial’s Halozyme HALO Stock Holding History

Halpern Financial’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 Q3	–	Sell	-52	Closed	-$2.29K	–	257
2022 Q2	$2.29K	Buy	+52	New	+$2.25K	﹤0.01%	224

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

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

Halpern Financial's HALO Position: Q3 2022 in Review

Halpern Financial sold out of Halozyme (HALO) in Q3 2022, closing a stake of 52 shares — an estimated $2.29K sold.

Halpern Financial first reported a position in HALO in Q2 2022 and held it in 1 quarter. The position peaked at $2.29K in Q2 2022. 357 funds tracked by Wall St. Rank hold HALO as of Q3 2022.

Halpern Financial reported no remaining Halozyme position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 52 Halozyme shares in Q3 2022, an estimated $2.29K.
Halpern Financial first reported a position in Halozyme in Q2 2022 and held it in 1 quarter.
Halpern Financial's Halozyme position peaked at $2.29K in Q2 2022.
357 funds tracked by Wall St. Rank held Halozyme as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.