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West Coast Financial’s Halozyme HALO Stock Holding History

West Coast 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
2025
Q1 		– Sell
-68,127
Closed -$3.26M – 165
2024
Q4 		$3.26M Sell
68,127
-4,008
-6% -$206K 0.36% 55
2024
Q3 		$4.13M Buy
+72,135
New +$4.14M 0.45% 49

Other funds holding HALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Coast Financial's HALO Position: Q1 2025 in Review

West Coast Financial sold out of Halozyme (HALO) in Q1 2025, closing a stake of 68,127 shares — an estimated $3.26M sold.

West Coast Financial first reported a position in HALO in Q3 2024 and held it in 2 quarters. The position peaked at $4.13M in Q3 2024. 550 funds tracked by Wall St. Rank hold HALO as of Q1 2025.

  • West Coast Financial reported no remaining Halozyme position as of Q1 2025 after selling out during the quarter.
  • West Coast Financial sold 68,127 Halozyme shares in Q1 2025, an estimated $3.26M.
  • West Coast Financial first reported a position in Halozyme in Q3 2024 and held it in 2 quarters.
  • West Coast Financial's Halozyme position peaked at $4.13M in Q3 2024.
  • 550 funds tracked by Wall St. Rank held Halozyme as of Q1 2025.

Based on West Coast Financial's 13F filing for Q1 2025, filed 11 Apr 2025.