VWM
HZNP

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

Venturi 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 – 1456
2023
Q3 		$6.25K Hold
54
– – ﹤0.01% 915
2023
Q2 		$5.55K Hold
54
– – ﹤0.01% 735
2023
Q1 		$5.89K Buy
+54
New +$5.97K ﹤0.01% 798

Other funds holding HZNP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 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

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

Venturi 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.

Venturi Wealth Management first reported a position in HZNP in Q1 2023 and held it in 3 quarters. The position peaked at $6.25K in Q3 2023. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

  • Venturi Wealth Management reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 54 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $6.25K.
  • Venturi Wealth Management first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q1 2023 and held it in 3 quarters.
  • Venturi Wealth Management's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $6.25K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.