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Tarbox Family Office’s Halozyme HALO Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-50
Closed -$2K – 492
2022
Q1 		$2K Hold
50
– – ﹤0.01% 808
2021
Q4 		$2K Hold
50
– – ﹤0.01% 880
2021
Q3 		$2K Hold
50
– – ﹤0.01% 925
2021
Q2 		$2K Hold
50
– – ﹤0.01% 934
2021
Q1 		$2K Hold
50
– – ﹤0.01% 879
2020
Q4 		$2K Hold
50
– – ﹤0.01% 829
2020
Q3 		$1K Hold
50
– – ﹤0.01% 970
2020
Q2 		$1K Hold
50
– – ﹤0.01% 968
2020
Q1 		$1K Buy
+50
New +$949 ﹤0.01% 869

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tarbox Family Office's HALO Position: Q2 2022 in Review

Tarbox Family Office sold out of Halozyme (HALO) in Q2 2022, closing a stake of 50 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in HALO in Q1 2020 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 367 funds tracked by Wall St. Rank hold HALO as of Q2 2022.

  • Tarbox Family Office reported no remaining Halozyme position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 50 Halozyme shares in Q2 2022, an estimated $2K.
  • Tarbox Family Office first reported a position in Halozyme in Q1 2020 and held it in 9 quarters.
  • Tarbox Family Office's Halozyme position peaked at $2K in Q1 2022.
  • 367 funds tracked by Wall St. Rank held Halozyme as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.