Aquila Investment Management’s First Horizon FHN Stock Holding History

Aquila Investment 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 Q3	$1.4M	Buy	90,000 +20,000	+29%	+$318K	1.55%	26
2024 Q2	$1.1M	Hold	70,000	–	–	1.04%	44
2024 Q1	$1.08M	Hold	70,000	–	–	0.92%	49
2023 Q4	$991K	Buy	+70,000	New	+$843K	0.86%	55
2022 Q2	–	Sell	-40,000	Closed	-$940K	–	97
2022 Q1	$940K	Sell	40,000 -130,000	-76%	-$2.59M	0.53%	71
2021 Q4	$2.78M	Buy	+170,000	New	+$2.83M	1.34%	24

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Aquila Investment Management's FHN Position: Q3 2024 in Review

Aquila Investment Management increased its First Horizon (FHN) stake by 29% in Q3 2024, buying an estimated $318K and bringing the position to 90,000 shares worth $1.4M. The position accounts for 1.55% of the portfolio, ranked #26.

Aquila Investment Management first reported a position in FHN in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.78M in Q4 2021. 559 funds tracked by Wall St. Rank hold FHN as of Q3 2024.

Aquila Investment Management held 90,000 shares of First Horizon worth $1.4M as of Q3 2024.
Aquila Investment Management bought 20,000 First Horizon shares in Q3 2024, an estimated $318K.
First Horizon made up 1.55% of Aquila Investment Management's portfolio in Q3 2024, its #26 holding.
Aquila Investment Management first reported a position in First Horizon in Q4 2021 and has held it in 6 quarters since.
Aquila Investment Management's First Horizon position peaked at $2.78M in Q4 2021.
559 funds tracked by Wall St. Rank held First Horizon as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.