SWM
HZNP

Spire Wealth Management’s Horizon Therapeutics Public Limited Company Ordinary Shares HZNP Stock Holding History

Spire Wealth 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
-54
Closed -$6.25K – 2500
2023
Q3 		$6.25K Sell
54
-11
-17% -$1.18K ﹤0.01% 1874
2023
Q2 		$6.68K Buy
65
+11
+20% +$1.16K ﹤0.01% 1925
2023
Q1 		$5.89K Buy
54
+34
+170% +$3.76K ﹤0.01% 1995
2022
Q4 		$2K Hold
20
– – ﹤0.01% 2130
2022
Q3 		$1K Sell
20
-8
-29% -$559 ﹤0.01% 2166
2022
Q2 		$2K Sell
28
-36
-56% -$3.41K ﹤0.01% 2443
2022
Q1 		$7K Sell
64
-15
-19% -$1.46K ﹤0.01% 2175
2021
Q4 		$9K Buy
79
+15
+23% +$1.64K ﹤0.01% 2431
2021
Q3 		$7K Buy
64
+36
+129% +$3.74K ﹤0.01% 2221
2021
Q2 		$3K Sell
28
-14
-33% -$1.29K ﹤0.01% 2457
2021
Q1 		$4K Buy
+42
New +$3.54K ﹤0.01% 2724

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 $1.05B 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

Spire Wealth Management's HZNP Position: Q4 2023 in Review

Spire Wealth Management sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 54 shares — an estimated $6.25K sold.

Spire Wealth Management first reported a position in HZNP in Q1 2021 and held it in 11 quarters. The position peaked at $9K in Q4 2021. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

  • Spire Wealth Management reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 54 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $6.25K.
  • Spire Wealth Management first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $9K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.