Clearstead Advisors’s Horizon Therapeutics Public Limited Company Ordinary Shares HZNP Stock Holding History

Clearstead Advisors’s Portfolio HZNP Stock Details HZNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,692	Closed	-$890K	–	1668
2023 Q3	$890K	Buy	7,692 +3,846	+100%	+$413K	0.03%	317
2023 Q2	$396K	Hold	3,846	–	–	0.02%	325
2023 Q1	$420K	Sell	3,846 -91	-2%	-$10.1K	0.03%	289
2022 Q4	$448K	Hold	3,937	–	–	0.04%	268
2022 Q3	$244K	Hold	3,937	–	–	0.02%	338
2022 Q2	$314K	Buy	3,937 +66	+2%	+$6.25K	0.02%	308
2022 Q1	$407K	Hold	3,871	–	–	0.03%	293
2021 Q4	$417K	Hold	3,871	–	–	0.03%	279
2021 Q3	$424K	Hold	3,871	–	–	0.03%	266
2021 Q2	$362K	Hold	3,871	–	–	0.03%	262
2021 Q1	$356K	Hold	3,871	–	–	0.03%	254
2020 Q4	$283K	Hold	3,871	–	–	0.03%	274
2020 Q3	$301K	Buy	+3,871	New	+$266K	0.03%	233

Other funds holding HZNP

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Clearstead Advisors's HZNP Position: Q4 2023 in Review

Clearstead Advisors sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 7,692 shares — an estimated $890K sold.

Clearstead Advisors first reported a position in HZNP in Q3 2020 and held it in 13 quarters. The position peaked at $890K in Q3 2023. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

Clearstead Advisors reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 7,692 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $890K.
Clearstead Advisors first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q3 2020 and held it in 13 quarters.
Clearstead Advisors's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $890K in Q3 2023.
6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.