Concord Wealth Partners’s Horizon Therapeutics Public Limited Company Ordinary Shares HZNP Stock Holding History

Concord Wealth Partners’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	-54	Closed	-$6.25K	–	1054
2023 Q3	$6.25K	Hold	54	–	–	﹤0.01%	686
2023 Q2	$5.55K	Hold	54	–	–	﹤0.01%	687
2023 Q1	$5.89K	Hold	54	–	–	﹤0.01%	649
2022 Q4	$6.14K	Buy	+54	New	+$4.49K	﹤0.01%	717
2022 Q3	–	Sell	-54	Closed	-$4K	–	1279
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	912
2022 Q1	$6K	Hold	54	–	–	﹤0.01%	889
2021 Q4	$6K	Hold	54	–	–	﹤0.01%	923
2021 Q3	$6K	Hold	54	–	–	﹤0.01%	569
2021 Q2	$5K	Hold	54	–	–	﹤0.01%	751
2021 Q1	$5K	Hold	54	–	–	﹤0.01%	692
2020 Q4	$4K	Buy	+54	New	+$4.01K	﹤0.01%	451

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

Concord Wealth Partners's HZNP Position: Q4 2023 in Review

Concord Wealth Partners sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 54 shares — an estimated $6.25K sold.

Concord Wealth Partners first reported a position in HZNP in Q4 2020 and held it in 11 quarters. The position peaked at $6.25K in Q3 2023. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

Concord Wealth Partners reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 54 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $6.25K.
Concord Wealth Partners first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q4 2020 and held it in 11 quarters.
Concord Wealth Partners's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $6.25K in Q3 2023.
6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.