Creative Planning’s Horizon Therapeutics Public Limited Company Ordinary Shares HZNP Stock Holding History

Creative Planning’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	-6,913	Closed	-$800K	–	3158
2023 Q3	$800K	Sell	6,913 -65	-0.9%	-$6.98K	﹤0.01%	1280
2023 Q2	$718K	Sell	6,978 -509	-7%	-$53.7K	﹤0.01%	1317
2023 Q1	$817K	Sell	7,487 -128	-2%	-$14.1K	﹤0.01%	1179
2022 Q4	$867K	Buy	7,615 +547	+8%	+$45.4K	﹤0.01%	1108
2022 Q3	$437K	Sell	7,068 -1,556	-18%	-$109K	﹤0.01%	1416
2022 Q2	$688K	Buy	8,624 +5,789	+204%	+$548K	﹤0.01%	1142
2022 Q1	$298K	Sell	2,835 -96	-3%	-$9.36K	﹤0.01%	1650
2021 Q4	$316K	Buy	2,931 +349	+14%	+$38.1K	﹤0.01%	1589
2021 Q3	$283K	Buy	2,582 +5	+0.2%	+$519	﹤0.01%	1629
2021 Q2	$241K	Sell	2,577 -17,662	-87%	-$1.63M	﹤0.01%	1693
2021 Q1	$1.86M	Sell	20,239 -1,316	-6%	-$111K	﹤0.01%	762
2020 Q4	$1.58M	Sell	21,555 -3,084	-13%	-$229K	﹤0.01%	755
2020 Q3	$1.91M	Buy	24,639 +10,070	+69%	+$693K	0.01%	581
2020 Q2	$810K	Sell	14,569 -395	-3%	-$16.9K	﹤0.01%	822
2020 Q1	$443K	Sell	14,964 -8	-0.1%	-$271	﹤0.01%	1007
2019 Q4	$542K	Buy	14,972 +27	+0.2%	+$828	﹤0.01%	1068
2019 Q3	$407K	Sell	14,945 -335	-2%	-$8.66K	﹤0.01%	1187
2019 Q2	$368K	Sell	15,280 -1,010	-6%	-$25.6K	﹤0.01%	1243
2019 Q1	$431K	Buy	16,290 +500	+3%	+$11.8K	﹤0.01%	1121
2018 Q4	$309K	Sell	15,790 -4,500	-22%	-$88.2K	﹤0.01%	1218
2018 Q3	$397K	Sell	20,290 -1,374	-6%	-$26.1K	﹤0.01%	1222
2018 Q2	$359K	Sell	21,664 -63,806	-75%	-$973K	﹤0.01%	1259
2018 Q1	$1.21M	Sell	85,470 -13,713	-14%	-$203K	﹤0.01%	634
2017 Q4	$1.45M	Sell	99,183 -666	-0.7%	-$9.35K	0.01%	557
2017 Q3	$1.27M	Buy	99,849 +39,501	+65%	+$502K	0.01%	611
2017 Q2	$716K	Sell	60,348 -62,154	-51%	-$773K	﹤0.01%	840
2017 Q1	$1.81M	Buy	122,502 +38,354	+46%	+$621K	0.01%	459
2016 Q4	$1.36M	Buy	84,148 +37,700	+81%	+$684K	0.01%	514
2016 Q3	$842K	Buy	46,448 +18,642	+67%	+$364K	0.01%	665
2016 Q2	$458K	Buy	27,806 +8,400	+43%	+$136K	﹤0.01%	820
2016 Q1	$322K	Buy	19,406 +578	+3%	+$10.1K	﹤0.01%	951
2015 Q4	$408K	Buy	18,828 +350	+2%	+$6.81K	﹤0.01%	856
2015 Q3	$366K	Buy	+18,478	New	+$584K	﹤0.01%	876
2015 Q2	–	Sell	-4,350	Closed	-$113K	–	3548
2015 Q1	$113K	Hold	4,350	–	–	﹤0.01%	1509
2014 Q4	$56K	Sell	4,350 -650	-13%	-$8.14K	﹤0.01%	1940
2014 Q3	$61K	Buy	5,000 +1,000	+25%	+$11.6K	﹤0.01%	1795
2014 Q2	$63K	Hold	4,000	–	–	﹤0.01%	1730
2014 Q1	$60K	Buy	+4,000	New	+$45.2K	﹤0.01%	1694

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 $1.05B AUM 19.75% 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