JNBA Financial Advisors’s Halozyme HALO Stock Holding History

JNBA Financial 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
2024 Q3	–	Sell	-24	Closed	-$1.26K	–	666
2024 Q2	$1.26K	Hold	24	–	–	﹤0.01%	598
2024 Q1	$977	Hold	24	–	–	﹤0.01%	635
2023 Q4	$888	Hold	24	–	–	﹤0.01%	657
2023 Q3	$917	Buy	+24	New	+$983	﹤0.01%	682
2021 Q1	–	Sell	-5	Closed	–	–	657
2020 Q4	$0	Buy	+5	New	+$180	﹤0.01%	618

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

SCM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

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

CAM

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

JNBA Financial Advisors's HALO Position: Q3 2024 in Review

JNBA Financial Advisors sold out of Halozyme (HALO) in Q3 2024, closing a stake of 24 shares — an estimated $1.26K sold.

JNBA Financial Advisors first reported a position in HALO in Q4 2020 and held it in 5 quarters. The position peaked at $1.26K in Q2 2024. 508 funds tracked by Wall St. Rank hold HALO as of Q3 2024.

JNBA Financial Advisors reported no remaining Halozyme position as of Q3 2024 after selling out during the quarter.
JNBA Financial Advisors sold 24 Halozyme shares in Q3 2024, an estimated $1.26K.
JNBA Financial Advisors first reported a position in Halozyme in Q4 2020 and held it in 5 quarters.
JNBA Financial Advisors's Halozyme position peaked at $1.26K in Q2 2024.
508 funds tracked by Wall St. Rank held Halozyme as of Q3 2024.

Based on JNBA Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.