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Sheets Smith Wealth Management’s Halozyme HALO Stock Holding History

Sheets Smith Wealth Management’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
2024
Q4 		– Sell
-6,840
Closed -$392K – 381
2024
Q3 		$392K Sell
6,840
-8
-0.1% -$459 0.05% 282
2024
Q2 		$359K Buy
+6,848
New +$300K 0.04% 293
2023
Q1 		– Sell
-4,566
Closed -$260K – 320
2022
Q4 		$260K Buy
+4,566
New +$234K 0.04% 270
2021
Q3 		– Sell
-4,748
Closed -$216K – 368
2021
Q2 		$216K Buy
+4,748
New +$210K 0.03% 343
2021
Q1 		– Sell
-4,748
Closed -$203K – 340
2020
Q4 		$203K Buy
+4,748
New +$171K 0.03% 322

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
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sheets Smith Wealth Management's HALO Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of Halozyme (HALO) in Q4 2024, closing a stake of 6,840 shares — an estimated $392K sold.

Sheets Smith Wealth Management first reported a position in HALO in Q4 2020 and held it in 5 quarters. The position peaked at $392K in Q3 2024. 509 funds tracked by Wall St. Rank hold HALO as of Q4 2024.

  • Sheets Smith Wealth Management reported no remaining Halozyme position as of Q4 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,840 Halozyme shares in Q4 2024, an estimated $392K.
  • Sheets Smith Wealth Management first reported a position in Halozyme in Q4 2020 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Halozyme position peaked at $392K in Q3 2024.
  • 509 funds tracked by Wall St. Rank held Halozyme as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.