AWM
FHN icon

Ameliora Wealth Management’s First Horizon FHN Stock Holding History

Ameliora 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
2023
Q2 		– Sell
-2,252
Closed -$40K – 204
2023
Q1 		$40K Sell
2,252
-1,975
-47% -$43.9K 0.02% 146
2022
Q4 		$104K Hold
4,227
– – 0.06% 100
2022
Q3 		$98K Buy
+4,227
New +$96.1K 0.05% 99

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ameliora Wealth Management's FHN Position: Q2 2023 in Review

Ameliora Wealth Management sold out of First Horizon (FHN) in Q2 2023, closing a stake of 2,252 shares — an estimated $40K sold.

Ameliora Wealth Management first reported a position in FHN in Q3 2022 and held it in 3 quarters. The position peaked at $104K in Q4 2022. 558 funds tracked by Wall St. Rank hold FHN as of Q2 2023.

  • Ameliora Wealth Management reported no remaining First Horizon position as of Q2 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 2,252 First Horizon shares in Q2 2023, an estimated $40K.
  • Ameliora Wealth Management first reported a position in First Horizon in Q3 2022 and held it in 3 quarters.
  • Ameliora Wealth Management's First Horizon position peaked at $104K in Q4 2022.
  • 558 funds tracked by Wall St. Rank held First Horizon as of Q2 2023.

Based on Ameliora Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.