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BCR Wealth Strategies’s First Horizon FHN Stock Holding History

BCR Wealth Strategies’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
2022
Q4 		– Sell
-2,360
Closed -$54K – 48
2022
Q3 		$54K Hold
2,360
– – 0.06% 37
2022
Q2 		$52K Hold
2,360
– – 0.05% 38
2022
Q1 		$55K Hold
2,360
– – 0.05% 41
2021
Q4 		$39K Buy
+2,360
New +$39.3K 0.04% 51

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCR Wealth Strategies's FHN Position: Q4 2022 in Review

BCR Wealth Strategies sold out of First Horizon (FHN) in Q4 2022, closing a stake of 2,360 shares — an estimated $54K sold.

BCR Wealth Strategies first reported a position in FHN in Q4 2021 and held it in 4 quarters. The position peaked at $55K in Q1 2022. 613 funds tracked by Wall St. Rank hold FHN as of Q4 2022.

  • BCR Wealth Strategies reported no remaining First Horizon position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 2,360 First Horizon shares in Q4 2022, an estimated $54K.
  • BCR Wealth Strategies first reported a position in First Horizon in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's First Horizon position peaked at $55K in Q1 2022.
  • 613 funds tracked by Wall St. Rank held First Horizon as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.