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SYSTM Wealth Solutions’s Halozyme HALO Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-71
Closed -$2.89K – 792
2024
Q1 		$2.89K Hold
71
– – ﹤0.01% 878
2023
Q4 		$2.63K Buy
+71
New +$2.67K ﹤0.01% 925

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

SYSTM Wealth Solutions's HALO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Halozyme (HALO) in Q2 2024, closing a stake of 71 shares — an estimated $2.89K sold.

SYSTM Wealth Solutions first reported a position in HALO in Q4 2023 and held it in 2 quarters. The position peaked at $2.89K in Q1 2024. 460 funds tracked by Wall St. Rank hold HALO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Halozyme position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 71 Halozyme shares in Q2 2024, an estimated $2.89K.
  • SYSTM Wealth Solutions first reported a position in Halozyme in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Halozyme position peaked at $2.89K in Q1 2024.
  • 460 funds tracked by Wall St. Rank held Halozyme as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.