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Wealthspire Advisors (Maryland)’s Halozyme HALO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-550
Closed -$9K – 1100
2019
Q1 		$9K Buy
+550
New +$8.91K ﹤0.01% 1580

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BG
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Invesco
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IAM
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JP Morgan Chase
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State Street
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HALO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Halozyme (HALO) in Q2 2019, closing a stake of 550 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in HALO in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 202 funds tracked by Wall St. Rank hold HALO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Halozyme position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 550 Halozyme shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Halozyme in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Halozyme position peaked at $9K in Q1 2019.
  • 202 funds tracked by Wall St. Rank held Halozyme as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.