FFM
HZNP

Forum Financial Management’s Horizon Therapeutics Public Limited Company Ordinary Shares HZNP Stock Holding History

Forum Financial 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
-4,945
Closed -$572K – 730
2023
Q3 		$572K Sell
4,945
-1,164
-19% -$125K 0.01% 251
2023
Q2 		$628K Hold
6,109
– – 0.01% 245
2023
Q1 		$667K Buy
6,109
+228
+4% +$25.2K 0.02% 206
2022
Q4 		$669K Sell
5,881
-1,445
-20% -$120K 0.02% 197
2022
Q3 		$453K Buy
7,326
+2,158
+42% +$151K 0.02% 240
2022
Q2 		$412K Buy
5,168
+70
+1% +$6.63K 0.02% 267
2022
Q1 		$536K Sell
5,098
-1,045
-17% -$102K 0.03% 228
2021
Q4 		$662K Buy
+6,143
New +$670K 0.03% 187

Other funds holding HZNP

IA
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

Forum Financial Management's HZNP Position: Q4 2023 in Review

Forum Financial Management sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 4,945 shares — an estimated $572K sold.

Forum Financial Management first reported a position in HZNP in Q4 2021 and held it in 8 quarters. The position peaked at $669K in Q4 2022. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

  • Forum Financial Management reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
  • Forum Financial Management sold 4,945 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $572K.
  • Forum Financial Management first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q4 2021 and held it in 8 quarters.
  • Forum Financial Management's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $669K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on Forum Financial Management's 13F filing for Q4 2023, filed 7 Feb 2024.