Sutton Wealth Advisors’s Halozyme HALO Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-14	Closed	-$797	–	1123
2022 Q4	$797	Hold	14	–	–	﹤0.01%	1391
2022 Q3	$554	Sell	14 -13	-48%	-$575	﹤0.01%	1453
2022 Q2	$1.19K	Sell	27 -4	-13%	-$173	﹤0.01%	1248
2022 Q1	$1.24K	Buy	31 +14	+82%	+$499	﹤0.01%	1286
2021 Q4	$684	Buy	+17	New	+$635	﹤0.01%	1430

Other funds holding HALO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Sutton Wealth Advisors's HALO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Halozyme (HALO) in Q1 2023, closing a stake of 14 shares — an estimated $797 sold.

Sutton Wealth Advisors first reported a position in HALO in Q4 2021 and held it in 5 quarters. The position peaked at $1.24K in Q1 2022. 386 funds tracked by Wall St. Rank hold HALO as of Q1 2023.

Sutton Wealth Advisors reported no remaining Halozyme position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 14 Halozyme shares in Q1 2023, an estimated $797.
Sutton Wealth Advisors first reported a position in Halozyme in Q4 2021 and held it in 5 quarters.
Sutton Wealth Advisors's Halozyme position peaked at $1.24K in Q1 2022.
386 funds tracked by Wall St. Rank held Halozyme as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.