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Wealthcare Advisory Partners’s Halozyme HALO Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-50
Closed -$2K – 1094
2021
Q1 		$2K Buy
+50
New +$2.28K ﹤0.01% 1876

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Artisan Partners
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Invesco
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Wealthcare Advisory Partners's HALO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Halozyme (HALO) in Q2 2021, closing a stake of 50 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in HALO in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 313 funds tracked by Wall St. Rank hold HALO as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Halozyme position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 50 Halozyme shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in Halozyme in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Halozyme position peaked at $2K in Q1 2021.
  • 313 funds tracked by Wall St. Rank held Halozyme as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.