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Axxcess Wealth Management’s First Horizon FHN Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-14,000
Closed -$216K – 885
2024
Q1 		$216K Sell
14,000
-249,549
-95% -$3.58M 0.01% 794
2023
Q4 		$3.73M Buy
263,549
+18,900
+8% +$228K 0.11% 154
2023
Q3 		$2.7M Buy
+244,649
New +$3.03M 0.09% 162

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axxcess Wealth Management's FHN Position: Q2 2024 in Review

Axxcess Wealth Management sold out of First Horizon (FHN) in Q2 2024, closing a stake of 14,000 shares — an estimated $216K sold.

Axxcess Wealth Management first reported a position in FHN in Q3 2023 and held it in 3 quarters. The position peaked at $3.73M in Q4 2023. 547 funds tracked by Wall St. Rank hold FHN as of Q2 2024.

  • Axxcess Wealth Management reported no remaining First Horizon position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,000 First Horizon shares in Q2 2024, an estimated $216K.
  • Axxcess Wealth Management first reported a position in First Horizon in Q3 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's First Horizon position peaked at $3.73M in Q4 2023.
  • 547 funds tracked by Wall St. Rank held First Horizon as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.