WealthPLAN Partners’s Halozyme HALO Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-389	Closed	-$14.9K	–	1322
2023 Q1	$14.9K	Buy	+389	New	+$18.2K	﹤0.01%	780

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

WealthPLAN Partners's HALO Position: Q2 2023 in Review

WealthPLAN Partners sold out of Halozyme (HALO) in Q2 2023, closing a stake of 389 shares — an estimated $14.9K sold.

WealthPLAN Partners first reported a position in HALO in Q1 2023 and held it in 1 quarter. The position peaked at $14.9K in Q1 2023. 370 funds tracked by Wall St. Rank hold HALO as of Q2 2023.

WealthPLAN Partners reported no remaining Halozyme position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 389 Halozyme shares in Q2 2023, an estimated $14.9K.
WealthPLAN Partners first reported a position in Halozyme in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Halozyme position peaked at $14.9K in Q1 2023.
370 funds tracked by Wall St. Rank held Halozyme as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.