RFA
HALO icon

Reilly Financial Advisors’s Halozyme HALO Stock Holding History

Reilly Financial 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 		$4K Sell
100
-50
-33% -$1.87K ﹤0.01% 886
2021
Q3 		$6K Hold
150
– – ﹤0.01% 721
2021
Q2 		$7K Hold
150
– – ﹤0.01% 744
2021
Q1 		$6K Buy
+150
New +$6.85K ﹤0.01% 768

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

Reilly Financial Advisors's HALO Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Halozyme (HALO) stake by 33% in Q4 2021, selling an estimated $1.87K and leaving 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Reilly Financial Advisors first reported a position in HALO in Q1 2021 and has held it in 4 quarters since. The position peaked at $7K in Q2 2021. 325 funds tracked by Wall St. Rank hold HALO as of Q4 2021.

  • Reilly Financial Advisors held 100 shares of Halozyme worth $4K as of Q4 2021.
  • Reilly Financial Advisors sold 50 Halozyme shares in Q4 2021, an estimated $1.87K.
  • Halozyme made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #886 holding.
  • Reilly Financial Advisors first reported a position in Halozyme in Q1 2021 and has held it in 4 quarters since.
  • Reilly Financial Advisors's Halozyme position peaked at $7K in Q2 2021.
  • 325 funds tracked by Wall St. Rank held Halozyme as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.