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Affinity Investment Advisors’s First Horizon FHN Stock Holding History

Affinity Investment Advisors’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
2023
Q4 		– Sell
-16,212
Closed -$179K – 183
2023
Q3 		$179K Sell
16,212
-4,984
-24% -$61.7K 0.12% 178
2023
Q2 		$239K Buy
+21,196
New +$284K 0.14% 178

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Affinity Investment Advisors's FHN Position: Q4 2023 in Review

Affinity Investment Advisors sold out of First Horizon (FHN) in Q4 2023, closing a stake of 16,212 shares — an estimated $179K sold.

Affinity Investment Advisors first reported a position in FHN in Q2 2023 and held it in 2 quarters. The position peaked at $239K in Q2 2023. 545 funds tracked by Wall St. Rank hold FHN as of Q4 2023.

  • Affinity Investment Advisors reported no remaining First Horizon position as of Q4 2023 after selling out during the quarter.
  • Affinity Investment Advisors sold 16,212 First Horizon shares in Q4 2023, an estimated $179K.
  • Affinity Investment Advisors first reported a position in First Horizon in Q2 2023 and held it in 2 quarters.
  • Affinity Investment Advisors's First Horizon position peaked at $239K in Q2 2023.
  • 545 funds tracked by Wall St. Rank held First Horizon as of Q4 2023.

Based on Affinity Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.