JFS Wealth Advisors’s Halozyme HALO Stock Holding History

JFS Wealth 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 Q2	$7.59K	Hold	97	–	–	﹤0.01%	1123
2026 Q1	$6.27K	Buy	97 +6	+7%	+$423	﹤0.01%	1115
2025 Q4	$6.13K	Buy	91 +22	+32%	+$1.48K	﹤0.01%	1156
2025 Q3	$5.06K	Sell	69 -3	-4%	-$199	﹤0.01%	1114
2025 Q2	$3.75K	Sell	72 -248	-78%	-$14.1K	﹤0.01%	1188
2025 Q1	$20.4K	Buy	320 +270	+540%	+$15.7K	﹤0.01%	654
2024 Q4	$2.39K	Sell	50 -3	-6%	-$154	﹤0.01%	1403
2024 Q3	$3.03K	Buy	53 +4	+8%	+$229	﹤0.01%	1309
2024 Q2	$2.57K	Hold	49	–	–	﹤0.01%	1344
2024 Q1	$1.99K	Sell	49 -9	-16%	-$337	﹤0.01%	1440
2023 Q4	$2.14K	Buy	58 +8	+16%	+$301	﹤0.01%	1400
2023 Q3	$1.91K	Buy	50 +8	+19%	+$328	﹤0.01%	1376
2023 Q2	$1.51K	Sell	42 -24	-36%	-$819	﹤0.01%	1487
2023 Q1	$2.52K	Buy	66 +7	+12%	+$328	﹤0.01%	1274
2022 Q4	$3.36K	Buy	59 +3	+5%	+$154	﹤0.01%	1156
2022 Q3	$2K	Sell	56 -24	-30%	-$1.06K	﹤0.01%	1328
2022 Q2	$4K	Buy	80 +35	+78%	+$1.51K	﹤0.01%	1076
2022 Q1	$2K	Buy	45 +28	+165%	+$997	﹤0.01%	1418
2021 Q4	$1K	Buy	+17	New	+$635	﹤0.01%	1382

Other funds holding HALO

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return