Ahrens Investment Partners’s First Horizon FHN Stock Holding History

Ahrens Investment Partners’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 Q1	$1.01M	Sell	56,686 -1,455	-3%	-$32.3K	0.5%	40
2022 Q4	$1.42M	Hold	58,141	–	–	0.65%	45
2022 Q3	$1.33M	Hold	58,141	–	–	0.7%	37
2022 Q2	$1.27M	Sell	58,141 -2,875	-5%	-$64.6K	0.56%	43
2022 Q1	$1.43M	Buy	61,016 +22,600	+59%	+$451K	0.45%	50
2021 Q4	$627K	Hold	38,416	–	–	0.28%	80
2021 Q3	$626K	Sell	38,416 -500	-1%	-$7.96K	0.3%	86
2021 Q2	$672K	Hold	38,916	–	–	0.31%	88
2021 Q1	$658K	Sell	38,916 -4,964	-11%	-$78.5K	0.33%	87
2020 Q4	$560K	Sell	43,880 -1,081	-2%	-$12.7K	0.3%	83
2020 Q3	$424K	Buy	+44,961	New	+$423K	0.28%	84

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ahrens Investment Partners's FHN Position: Q1 2023 in Review

Ahrens Investment Partners reduced its First Horizon (FHN) stake by 2.5% in Q1 2023, selling an estimated $32.3K and leaving 56,686 shares worth $1.01M. The position accounts for 0.5% of the portfolio, ranked #40.

Ahrens Investment Partners first reported a position in FHN in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.43M in Q1 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

Ahrens Investment Partners held 56,686 shares of First Horizon worth $1.01M as of Q1 2023.
Ahrens Investment Partners sold 1,455 First Horizon shares in Q1 2023, an estimated $32.3K.
First Horizon made up 0.5% of Ahrens Investment Partners's portfolio in Q1 2023, its #40 holding.
Ahrens Investment Partners first reported a position in First Horizon in Q3 2020 and has held it in 11 quarters since.
Ahrens Investment Partners's First Horizon position peaked at $1.43M in Q1 2022.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.