VitalStone Financial’s Halozyme HALO Stock Holding History

VitalStone Financial’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	-67	Closed	-$3K	–	536
2024 Q1	$3K	Buy	+67	New	+$2.51K	﹤0.01%	363

Other funds holding HALO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

VitalStone Financial's HALO Position: Q2 2024 in Review

VitalStone Financial sold out of Halozyme (HALO) in Q2 2024, closing a stake of 67 shares — an estimated $3K sold.

VitalStone Financial first reported a position in HALO in Q1 2024 and held it in 1 quarter. The position peaked at $3K in Q1 2024. 460 funds tracked by Wall St. Rank hold HALO as of Q2 2024.

VitalStone Financial reported no remaining Halozyme position as of Q2 2024 after selling out during the quarter.
VitalStone Financial sold 67 Halozyme shares in Q2 2024, an estimated $3K.
VitalStone Financial first reported a position in Halozyme in Q1 2024 and held it in 1 quarter.
VitalStone Financial's Halozyme position peaked at $3K in Q1 2024.
460 funds tracked by Wall St. Rank held Halozyme as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.