PCA
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Personal Capital Advisors’s Halozyme HALO Stock Holding History

Personal Capital 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
2022
Q4 		$478K Hold
8,404
– – ﹤0.01% 310
2022
Q3 		$332K Hold
8,404
– – ﹤0.01% 339
2022
Q2 		$370K Hold
8,404
– – ﹤0.01% 308
2022
Q1 		$335K Sell
8,404
-1,503
-15% -$53.5K ﹤0.01% 366
2021
Q4 		$398K Hold
9,907
– – ﹤0.01% 377
2021
Q3 		$403K Hold
9,907
– – ﹤0.01% 343
2021
Q2 		$450K Hold
9,907
– – ﹤0.01% 326
2021
Q1 		$413K Sell
9,907
-847
-8% -$38.7K ﹤0.01% 332
2020
Q4 		$459K Buy
10,754
+2
+0% +$72 ﹤0.01% 314
2020
Q3 		$283K Hold
10,752
– – ﹤0.01% 338
2020
Q2 		$288K Buy
+10,752
New +$243K ﹤0.01% 294

Other funds holding HALO

BlackRock
BlackRock New York $5.7T 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 $61.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return