Halpern Financial’s Qualys QLYS Stock Holding History

Halpern Financial’s Portfolio QLYS Stock Details QLYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$100K	Hold	795	–	–	0.03%	68
2024 Q2	$113K	Hold	795	–	–	0.03%	66
2024 Q1	$132K	Hold	795	–	–	0.04%	58
2023 Q4	$147K	Hold	795	–	–	0.05%	58
2023 Q3	$121K	Sell	795 -150	-16%	-$21.6K	0.04%	58
2023 Q2	$122K	Hold	945	–	–	0.04%	59
2023 Q1	$123K	Hold	945	–	–	0.04%	56
2022 Q4	$106K	Hold	945	–	–	0.04%	59
2022 Q3	$132K	Sell	945 -200	-17%	-$28.2K	0.05%	53
2022 Q2	$144K	Hold	1,145	–	–	0.06%	56
2022 Q1	$163K	Hold	1,145	–	–	0.06%	66
2021 Q4	$157K	Buy	+1,145	New	+$146K	0.07%	51

Other funds holding QLYS

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Halpern Financial's QLYS Position: Q3 2024 in Review

Halpern Financial held its Qualys (QLYS) position steady in Q3 2024 at 795 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #68.

Halpern Financial first reported a position in QLYS in Q4 2021 and has held it in 12 quarters since. The position peaked at $163K in Q1 2022. 436 funds tracked by Wall St. Rank hold QLYS as of Q3 2024.

Halpern Financial held 795 shares of Qualys worth $100K as of Q3 2024.
Halpern Financial left its Qualys share count unchanged in Q3 2024.
Qualys made up 0.03% of Halpern Financial's portfolio in Q3 2024, its #68 holding.
Halpern Financial first reported a position in Qualys in Q4 2021 and has held it in 12 quarters since.
Halpern Financial's Qualys position peaked at $163K in Q1 2022.
436 funds tracked by Wall St. Rank held Qualys as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.