MFA Wealth Advisors’s Haleon HLN Stock Holding History

MFA Wealth Advisors’s Portfolio HLN Stock Details HLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-141	Closed	-$1.49K	–	203
2024 Q3	$1.49K	Hold	141	–	–	﹤0.01%	443
2024 Q2	$1.17K	Buy	+141	New	+$1.18K	﹤0.01%	471

Other funds holding HLN

Pfizer New York $239M AUM 232.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

MFA Wealth Advisors's HLN Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Haleon (HLN) in Q4 2024, closing a stake of 141 shares — an estimated $1.49K sold.

MFA Wealth Advisors first reported a position in HLN in Q2 2024 and held it in 2 quarters. The position peaked at $1.49K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

MFA Wealth Advisors reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 141 Haleon shares in Q4 2024, an estimated $1.49K.
MFA Wealth Advisors first reported a position in Haleon in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's Haleon position peaked at $1.49K in Q3 2024.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.