AFWM
FHN icon

Abich Financial Wealth Management’s First Horizon FHN Stock Holding History

Abich Financial Wealth Management’s Portfolio FHN Stock Details FHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$27.9K Sell
1,799
-1,908
-51% -$30.3K 0.06% 128
2024
Q2 		$58.5K Buy
3,707
+94
+3% +$1.42K 0.04% 143
2024
Q1 		$55.6K Buy
3,613
+1,274
+54% +$18.3K 0.04% 129
2023
Q4 		$33.1K Buy
+2,339
New +$28.2K 0.03% 140

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Abich Financial Wealth Management's FHN Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its First Horizon (FHN) stake by 51% in Q3 2024, selling an estimated $30.3K and leaving 1,799 shares worth $27.9K. The position accounts for 0.06% of the portfolio, ranked #128.

Abich Financial Wealth Management first reported a position in FHN in Q4 2023 and has held it in 4 quarters since. The position peaked at $58.5K in Q2 2024. 558 funds tracked by Wall St. Rank hold FHN as of Q3 2024.

  • Abich Financial Wealth Management held 1,799 shares of First Horizon worth $27.9K as of Q3 2024.
  • Abich Financial Wealth Management sold 1,908 First Horizon shares in Q3 2024, an estimated $30.3K.
  • First Horizon made up 0.06% of Abich Financial Wealth Management's portfolio in Q3 2024, its #128 holding.
  • Abich Financial Wealth Management first reported a position in First Horizon in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's First Horizon position peaked at $58.5K in Q2 2024.
  • 558 funds tracked by Wall St. Rank held First Horizon as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.