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Vahanian & Associates Financial Planning’s Halozyme HALO Stock Holding History

Vahanian & Associates Financial Planning’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
Q2 		– Sell
-5,500
Closed -$210K – 67
2023
Q1 		$210K Sell
5,500
-3,725
-40% -$175K 0.58% 64
2022
Q4 		$525K Buy
+9,225
New +$472K 1.72% 19

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Vahanian & Associates Financial Planning's HALO Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Halozyme (HALO) in Q2 2023, closing a stake of 5,500 shares — an estimated $210K sold.

Vahanian & Associates Financial Planning first reported a position in HALO in Q4 2022 and held it in 2 quarters. The position peaked at $525K in Q4 2022. 370 funds tracked by Wall St. Rank hold HALO as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining Halozyme position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 5,500 Halozyme shares in Q2 2023, an estimated $210K.
  • Vahanian & Associates Financial Planning first reported a position in Halozyme in Q4 2022 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's Halozyme position peaked at $525K in Q4 2022.
  • 370 funds tracked by Wall St. Rank held Halozyme as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.