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

Sigma Planning Corp’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	-3,340	Closed	-$386K	–	1224
2023 Q3	$386K	Sell	3,340 -70	-2%	-$7.52K	0.01%	822
2023 Q2	$351K	Sell	3,410 -420	-11%	-$44.3K	0.01%	870
2023 Q1	$418K	Sell	3,830 -163	-4%	-$18K	0.01%	879
2022 Q4	$454K	Sell	3,993 -1,055	-21%	-$87.6K	0.02%	794
2022 Q3	$312K	Sell	5,048 -21	-0.4%	-$1.47K	0.01%	930
2022 Q2	$404K	Sell	5,069 -232	-4%	-$22K	0.01%	849
2022 Q1	$558K	Sell	5,301 -743	-12%	-$72.4K	0.02%	805
2021 Q4	$651K	Sell	6,044 -426	-7%	-$46.5K	0.02%	728
2021 Q3	$709K	Sell	6,470 -693	-10%	-$71.9K	0.02%	673
2021 Q2	$671K	Sell	7,163 -203	-3%	-$18.7K	0.02%	707
2021 Q1	$678K	Buy	7,366 +339	+5%	+$28.6K	0.02%	647
2020 Q4	$514K	Sell	7,027 -5,938	-46%	-$441K	0.02%	681
2020 Q3	$1.01M	Buy	12,965 +8,204	+172%	+$564K	0.04%	398
2020 Q2	$265K	Buy	+4,761	New	+$204K	0.01%	830

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

Sigma Planning Corp's HZNP Position: Q4 2023 in Review

Sigma Planning Corp sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 3,340 shares — an estimated $386K sold.

Sigma Planning Corp first reported a position in HZNP in Q2 2020 and held it in 14 quarters. The position peaked at $1.01M in Q3 2020. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

Sigma Planning Corp reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 3,340 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $386K.
Sigma Planning Corp first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q2 2020 and held it in 14 quarters.
Sigma Planning Corp's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $1.01M in Q3 2020.
6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.