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LGT Financial Advisors’s Halozyme HALO Stock Holding History

LGT 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
2025
Q1 		– Sell
-70
Closed -$3.35K – 493
2024
Q4 		$3.35K Sell
70
-8
-10% -$410 0.01% 612
2024
Q3 		$4.46K Hold
78
– – 0.01% 553
2024
Q2 		$4.08K Buy
78
+8
+11% +$351 0.01% 628
2024
Q1 		$2.85K Hold
70
– – ﹤0.01% 713
2023
Q4 		$2.59K Sell
70
-5
-7% -$188 ﹤0.01% 768
2023
Q3 		$2.87K Buy
+75
New +$3.07K ﹤0.01% 734

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LGT Financial Advisors's HALO Position: Q1 2025 in Review

LGT Financial Advisors sold out of Halozyme (HALO) in Q1 2025, closing a stake of 70 shares — an estimated $3.35K sold.

LGT Financial Advisors first reported a position in HALO in Q3 2023 and held it in 6 quarters. The position peaked at $4.46K in Q3 2024. 550 funds tracked by Wall St. Rank hold HALO as of Q1 2025.

  • LGT Financial Advisors reported no remaining Halozyme position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 70 Halozyme shares in Q1 2025, an estimated $3.35K.
  • LGT Financial Advisors first reported a position in Halozyme in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Halozyme position peaked at $4.46K in Q3 2024.
  • 550 funds tracked by Wall St. Rank held Halozyme as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.