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Sheaff Brock Investment Advisors’s Halozyme HALO Stock Holding History

Sheaff Brock 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
2025
Q1 		$502K Buy
7,869
+122
+2% +$7.09K 0.05% 253
2024
Q4 		$370K Buy
7,747
+629
+9% +$32.3K 0.03% 301
2024
Q3 		$407K Buy
7,118
+507
+8% +$29.1K 0.04% 287
2024
Q2 		$346K Buy
6,611
+1,071
+19% +$47K 0.03% 304
2024
Q1 		$225K Buy
+5,540
New +$208K 0.01% 417
2023
Q1 		– Sell
-4,620
Closed -$263K – 531
2022
Q4 		$263K Buy
+4,620
New +$237K 0.03% 365

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's HALO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Halozyme (HALO) stake by 1.6% in Q1 2025, buying an estimated $7.09K and bringing the position to 7,869 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #253.

Sheaff Brock Investment Advisors first reported a position in HALO in Q4 2022 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold HALO as of Q1 2025.

  • Sheaff Brock Investment Advisors held 7,869 shares of Halozyme worth $502K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 122 Halozyme shares in Q1 2025, an estimated $7.09K.
  • Halozyme made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #253 holding.
  • Sheaff Brock Investment Advisors first reported a position in Halozyme in Q4 2022 and has held it in 6 quarters since.
  • 550 funds tracked by Wall St. Rank held Halozyme as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.