VBWMG
HZNP

Von Berge Wealth Management Group’s Horizon Therapeutics Public Limited Company Ordinary Shares HZNP Stock Holding History

Von Berge Wealth Management 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
-3,583
Closed -$415K – 70
2023
Q3 		$415K Hold
3,583
– – 0.35% 36
2023
Q2 		$369K Hold
3,583
– – 0.31% 39
2023
Q1 		$390K Hold
3,583
– – 0.35% 36
2022
Q4 		$396K Buy
3,583
+490
+16% +$40.7K 0.36% 35
2022
Q3 		$201K Buy
+3,093
New +$216K 0.21% 56
2022
Q2 		– Sell
-2,238
Closed -$260K – 65
2022
Q1 		$260K Hold
2,238
– – 0.24% 49
2021
Q4 		$209K Buy
+2,238
New +$244K 0.19% 60

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 $1.18B 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

Von Berge Wealth Management Group's HZNP Position: Q4 2023 in Review

Von Berge Wealth Management Group sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 3,583 shares — an estimated $415K sold.

Von Berge Wealth Management Group first reported a position in HZNP in Q4 2021 and held it in 7 quarters. The position peaked at $415K in Q3 2023. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

  • Von Berge Wealth Management Group reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 3,583 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $415K.
  • Von Berge Wealth Management Group first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q4 2021 and held it in 7 quarters.
  • Von Berge Wealth Management Group's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $415K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on Von Berge Wealth Management Group's 13F filing for Q4 2023, filed 19 Jan 2024.