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Accurate Wealth Management’s First Horizon FHN Stock Holding History

Accurate 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
Q1 		– Sell
-10,167
Closed -$141K – 294
2023
Q4 		$141K Sell
10,167
-2,283
-18% -$27.5K 0.04% 267
2023
Q3 		$135K Sell
12,450
-473
-4% -$5.86K 0.04% 263
2023
Q2 		$162K Buy
12,923
+99
+0.8% +$1.33K 0.05% 264
2023
Q1 		$228K Buy
12,824
+3,940
+44% +$87.6K 0.08% 226
2022
Q4 		$218K Buy
+8,884
New +$215K 0.08% 207

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Accurate Wealth Management's FHN Position: Q1 2024 in Review

Accurate Wealth Management sold out of First Horizon (FHN) in Q1 2024, closing a stake of 10,167 shares — an estimated $141K sold.

Accurate Wealth Management first reported a position in FHN in Q4 2022 and held it in 5 quarters. The position peaked at $228K in Q1 2023. 540 funds tracked by Wall St. Rank hold FHN as of Q1 2024.

  • Accurate Wealth Management reported no remaining First Horizon position as of Q1 2024 after selling out during the quarter.
  • Accurate Wealth Management sold 10,167 First Horizon shares in Q1 2024, an estimated $141K.
  • Accurate Wealth Management first reported a position in First Horizon in Q4 2022 and held it in 5 quarters.
  • Accurate Wealth Management's First Horizon position peaked at $228K in Q1 2023.
  • 540 funds tracked by Wall St. Rank held First Horizon as of Q1 2024.

Based on Accurate Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.