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Transamerica Financial Advisors’s Halozyme HALO Stock Holding History

Transamerica Financial 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
2026
Q1 		$2.13K Sell
33
-8
-20% -$564 ﹤0.01% 1195
2025
Q4 		$2.76K Buy
41
+27
+193% +$1.82K ﹤0.01% 1074
2025
Q3 		$1.03K Buy
+14
New +$930 ﹤0.01% 1165
2016
Q2 		– Sell
-1,100
Closed -$11K – 524
2016
Q1 		$11K Sell
1,100
-300
-21% -$2.82K ﹤0.01% 538
2015
Q4 		$25K Buy
1,400
+800
+133% +$12.8K ﹤0.01% 491
2015
Q3 		$9K Hold
600
– – ﹤0.01% 594
2015
Q2 		$14K Hold
600
– – ﹤0.01% 593
2015
Q1 		$9K Buy
600
+300
+100% +$4.33K ﹤0.01% 636
2014
Q4 		$3K Buy
+300
New +$2.67K ﹤0.01% 586

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VCM
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VPM
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State Street
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Invesco
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Bank of America
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return