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Next Financial Group’s Halozyme HALO Stock Holding History

Next Financial Group’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 		$1K Hold
19
– – ﹤0.01% 2738
2021
Q3 		$1K Buy
+19
New +$794 ﹤0.01% 2623
2021
Q1 		– Sell
-100
Closed -$4K – 2571
2020
Q4 		$4K Hold
100
– – ﹤0.01% 2035
2020
Q3 		$3K Buy
+100
New +$2.79K ﹤0.01% 1966

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
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

Next Financial Group's HALO Position: Q4 2021 in Review

Next Financial Group held its Halozyme (HALO) position steady in Q4 2021 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Next Financial Group first reported a position in HALO in Q3 2020 and has held it in 4 quarters since. The position peaked at $4K in Q4 2020. 324 funds tracked by Wall St. Rank hold HALO as of Q4 2021.

  • Next Financial Group held 19 shares of Halozyme worth $1K as of Q4 2021.
  • Next Financial Group left its Halozyme share count unchanged in Q4 2021.
  • Halozyme made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2738 holding.
  • Next Financial Group first reported a position in Halozyme in Q3 2020 and has held it in 4 quarters since.
  • Next Financial Group's Halozyme position peaked at $4K in Q4 2020.
  • 324 funds tracked by Wall St. Rank held Halozyme as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.