Oxford Financial Group’s Horizon Therapeutics Public Limited Company Ordinary Shares HZNP Stock Holding History

Oxford Financial Group’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	-5,000	Closed	-$578K	–	310
2023 Q3	$578K	Hold	5,000	–	–	0.05%	108
2023 Q2	$514K	Buy	5,000 +2,500	+100%	+$264K	0.05%	134
2023 Q1	$273K	Buy	+2,500	New	+$276K	0.03%	160
2021 Q3	–	Sell	-5,000	Closed	-$468K	–	258
2021 Q2	$468K	Hold	5,000	–	–	0.06%	117
2021 Q1	$460K	Hold	5,000	–	–	0.06%	113
2020 Q4	$366K	Hold	5,000	–	–	0.05%	131
2020 Q3	$388K	Buy	+5,000	New	+$344K	0.06%	111

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

Oxford Financial Group's HZNP Position: Q4 2023 in Review

Oxford Financial Group sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 5,000 shares — an estimated $578K sold.

Oxford Financial Group first reported a position in HZNP in Q3 2020 and held it in 7 quarters. The position peaked at $578K in Q3 2023. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

Oxford Financial Group reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
Oxford Financial Group sold 5,000 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $578K.
Oxford Financial Group first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q3 2020 and held it in 7 quarters.
Oxford Financial Group's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $578K in Q3 2023.
6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on Oxford Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.