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

Inspirion Wealth 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	-2,595	Closed	-$300K	–	148
2023 Q3	$300K	Hold	2,595	–	–	0.06%	110
2023 Q2	$267K	Sell	2,595 -10	-0.4%	-$1.05K	0.05%	116
2023 Q1	$284K	Hold	2,605	–	–	0.06%	110
2022 Q4	$296K	Buy	+2,605	New	+$216K	0.06%	101
2022 Q3	–	Sell	-2,614	Closed	-$208K	–	125
2022 Q2	$208K	Hold	2,614	–	–	0.05%	114
2022 Q1	$275K	Buy	2,614 +28	+1%	+$2.73K	0.06%	92
2021 Q4	$279K	Buy	2,586 +100	+4%	+$10.9K	0.06%	88
2021 Q3	$272K	Hold	2,486	–	–	0.06%	80
2021 Q2	$233K	Buy	+2,486	New	+$229K	0.06%	81
2018 Q3	–	Sell	-12,470	Closed	-$207K	–	79
2018 Q2	$207K	Buy	+12,470	New	+$190K	0.1%	73

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

Inspirion Wealth Advisors's HZNP Position: Q4 2023 in Review

Inspirion Wealth Advisors sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 2,595 shares — an estimated $300K sold.

Inspirion Wealth Advisors first reported a position in HZNP in Q2 2018 and held it in 10 quarters. The position peaked at $300K in Q3 2023. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

Inspirion Wealth Advisors reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
Inspirion Wealth Advisors sold 2,595 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $300K.
Inspirion Wealth Advisors first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q2 2018 and held it in 10 quarters.
Inspirion Wealth Advisors's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $300K in Q3 2023.
6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.