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Milestone Investment Advisors’s Halozyme HALO Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-45
Closed -$1.72K – 256
2023
Q3 		$1.72K Buy
+45
New +$1.84K ﹤0.01% 393
2023
Q2 		– Sell
-45
Closed -$1.72K – 250
2023
Q1 		$1.72K Buy
+45
New +$2.11K ﹤0.01% 401

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milestone Investment Advisors's HALO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Halozyme (HALO) in Q4 2023, closing a stake of 45 shares — an estimated $1.72K sold.

Milestone Investment Advisors first reported a position in HALO in Q1 2023 and held it in 2 quarters. The position peaked at $1.72K in Q3 2023. 410 funds tracked by Wall St. Rank hold HALO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Halozyme position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 45 Halozyme shares in Q4 2023, an estimated $1.72K.
  • Milestone Investment Advisors first reported a position in Halozyme in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Halozyme position peaked at $1.72K in Q3 2023.
  • 410 funds tracked by Wall St. Rank held Halozyme as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.