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Loring Wolcott & Coolidge Fiduciary Advisors’s Halozyme HALO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q4 		– Sell
-303
Closed -$12K – 741
2021
Q3 		$12K Sell
303
-52
-15% -$2.17K ﹤0.01% 570
2021
Q2 		$16K Buy
+355
New +$15.7K ﹤0.01% 563
2021
Q1 		– Sell
-303
Closed -$13K – 473
2020
Q4 		$13K Buy
+303
New +$10.9K ﹤0.01% 542

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Vanguard Group
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HALO Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Halozyme (HALO) in Q4 2021, closing a stake of 303 shares — an estimated $12K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HALO in Q4 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 325 funds tracked by Wall St. Rank hold HALO as of Q4 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Halozyme position as of Q4 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 303 Halozyme shares in Q4 2021, an estimated $12K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Halozyme in Q4 2020 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Halozyme position peaked at $16K in Q2 2021.
  • 325 funds tracked by Wall St. Rank held Halozyme as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.