Avior Wealth Management’s First Horizon FHN Stock Holding History

Avior 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
2025 Q1	–	Sell	-3,188	Closed	-$64.2K	–	1287
2024 Q4	$64.2K	Hold	3,188	–	–	﹤0.01%	1065
2024 Q3	$49.5K	Sell	3,188 -475	-13%	-$7.54K	﹤0.01%	1115
2024 Q2	$57.8K	Sell	3,663 -301,010	-99%	-$4.56M	﹤0.01%	1037
2024 Q1	$4.69M	Buy	304,673 +303,560	+27,274%	+$4.36M	0.22%	86
2023 Q4	$15.8K	Buy	1,113 +475	+74%	+$5.72K	﹤0.01%	920
2023 Q3	$7.03K	Buy	+638	New	+$7.9K	﹤0.01%	1101
2018 Q4	–	Sell	-5,509	Closed	-$95K	–	725
2018 Q3	$95K	Sell	5,509 -1,945	-26%	-$35.1K	0.02%	441
2018 Q2	$133K	Sell	7,454 -728	-9%	-$13.7K	0.03%	416
2018 Q1	$154K	Sell	8,182 -554	-6%	-$10.9K	0.04%	376
2017 Q4	$175K	Buy	+8,736	New	+$168K	0.04%	362
2016 Q3	–	Sell	-475	Closed	-$7K	–	474
2016 Q2	$7K	Hold	475	–	–	﹤0.01%	359
2016 Q1	$6K	Hold	475	–	–	﹤0.01%	379
2015 Q4	$7K	Hold	475	–	–	﹤0.01%	335
2015 Q3	$7K	Hold	475	–	–	﹤0.01%	299
2015 Q2	$7K	Hold	475	–	–	0.01%	285
2015 Q1	$7K	Hold	475	–	–	0.01%	268
2014 Q4	$6K	Hold	475	–	–	﹤0.01%	254
2014 Q3	$6K	Hold	475	–	–	0.01%	253
2014 Q2	$6K	Hold	475	–	–	0.01%	263
2014 Q1	$6K	Buy	+475	New	+$5.66K	0.01%	258

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avior Wealth Management's FHN Position: Q1 2025 in Review

Avior Wealth Management sold out of First Horizon (FHN) in Q1 2025, closing a stake of 3,188 shares — an estimated $64.2K sold.

Avior Wealth Management first reported a position in FHN in Q1 2014 and held it in 20 quarters. The position peaked at $4.69M in Q1 2024. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

Avior Wealth Management reported no remaining First Horizon position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,188 First Horizon shares in Q1 2025, an estimated $64.2K.
Avior Wealth Management first reported a position in First Horizon in Q1 2014 and held it in 20 quarters.
Avior Wealth Management's First Horizon position peaked at $4.69M in Q1 2024.
553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.