AlphaQ Advisors’s First Horizon FHN Stock Holding History

AlphaQ 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
2024 Q3	–	Sell	-12,085	Closed	-$191K	–	38
2024 Q2	$191K	Sell	12,085 -555	-4%	-$8.4K	0.56%	32
2024 Q1	$195K	Hold	12,640	–	–	0.12%	153
2023 Q4	$179K	Sell	12,640 -1,584	-11%	-$19.1K	0.12%	146
2023 Q3	$157K	Buy	14,224 +665	+5%	+$8.24K	0.14%	151
2023 Q2	$153K	Buy	+13,559	New	+$182K	0.11%	166

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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 New York $240B AUM 35.51% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AlphaQ Advisors's FHN Position: Q3 2024 in Review

AlphaQ Advisors sold out of First Horizon (FHN) in Q3 2024, closing a stake of 12,085 shares — an estimated $191K sold.

AlphaQ Advisors first reported a position in FHN in Q2 2023 and held it in 5 quarters. The position peaked at $195K in Q1 2024. 558 funds tracked by Wall St. Rank hold FHN as of Q3 2024.

AlphaQ Advisors reported no remaining First Horizon position as of Q3 2024 after selling out during the quarter.
AlphaQ Advisors sold 12,085 First Horizon shares in Q3 2024, an estimated $191K.
AlphaQ Advisors first reported a position in First Horizon in Q2 2023 and held it in 5 quarters.
AlphaQ Advisors's First Horizon position peaked at $195K in Q1 2024.
558 funds tracked by Wall St. Rank held First Horizon as of Q3 2024.

Based on AlphaQ Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.