Congress Wealth Management’s Horizon Therapeutics Public Limited Company Ordinary Shares HZNP Stock Holding History

Congress Wealth Management’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	-5,137	Closed	-$594K	–	678
2023 Q3	$594K	Buy	5,137 +1	+0%	+$107	0.01%	440
2023 Q2	$528K	Sell	5,136 -28,363	-85%	-$2.99M	0.01%	408
2023 Q1	$3.66M	Sell	33,499 -191,326	-85%	-$21.1M	0.09%	215
2022 Q4	$25.6M	Sell	224,825 -7,137	-3%	-$593K	0.66%	31
2022 Q3	$14.4M	Sell	231,962 -11,186	-5%	-$782K	0.39%	58
2022 Q2	$19.4M	Sell	243,148 -9,522	-4%	-$902K	0.5%	43
2022 Q1	$26.6M	Buy	252,670 +3,859	+2%	+$376K	0.58%	35
2021 Q4	$26.8M	Buy	+248,811	New	+$27.1M	0.53%	46

Other funds holding HZNP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 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 $683M AUM 22.58% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Congress Wealth Management's HZNP Position: Q4 2023 in Review

Congress Wealth Management sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 5,137 shares — an estimated $594K sold.

Congress Wealth Management first reported a position in HZNP in Q4 2021 and held it in 8 quarters. The position peaked at $26.8M in Q4 2021. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

Congress Wealth Management reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
Congress Wealth Management sold 5,137 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $594K.
Congress Wealth Management first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q4 2021 and held it in 8 quarters.
Congress Wealth Management's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $26.8M in Q4 2021.
6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.