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TriaGen Wealth Management’s Halozyme HALO Stock Holding History

TriaGen 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
2022
Q3 		– Sell
-43,743
Closed -$1.93M – 171
2022
Q2 		$1.93M Buy
+43,743
New +$1.89M 1.37% 18

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TriaGen Wealth Management's HALO Position: Q3 2022 in Review

TriaGen Wealth Management sold out of Halozyme (HALO) in Q3 2022, closing a stake of 43,743 shares — an estimated $1.93M sold.

TriaGen Wealth Management first reported a position in HALO in Q2 2022 and held it in 1 quarter. The position peaked at $1.93M in Q2 2022. 356 funds tracked by Wall St. Rank hold HALO as of Q3 2022.

  • TriaGen Wealth Management reported no remaining Halozyme position as of Q3 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 43,743 Halozyme shares in Q3 2022, an estimated $1.93M.
  • TriaGen Wealth Management first reported a position in Halozyme in Q2 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Halozyme position peaked at $1.93M in Q2 2022.
  • 356 funds tracked by Wall St. Rank held Halozyme as of Q3 2022.

Based on TriaGen Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.