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Benjamin F. Edwards & Company’s First Horizon FHN Stock Holding History

Benjamin F. Edwards & Company’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 		$70K Sell
4,481
-844
-16% -$12.8K ﹤0.01% 1239
2024
Q1 		$82K Buy
5,325
+1,276
+32% +$18.3K ﹤0.01% 1153
2023
Q4 		$57K Sell
4,049
-351
-8% -$4.23K ﹤0.01% 1228
2023
Q3 		$48K Sell
4,400
-1,000
-19% -$12.4K ﹤0.01% 1083
2023
Q2 		$61K Sell
5,400
-1,698
-24% -$22.8K ﹤0.01% 1037
2023
Q1 		$126K Buy
7,098
+1,237
+21% +$27.5K 0.01% 837
2022
Q4 		$144K Sell
5,861
-409
-7% -$9.91K 0.01% 801
2022
Q3 		$144K Sell
6,270
-5,872
-48% -$133K 0.01% 763
2022
Q2 		$265K Sell
12,142
-2,645
-18% -$59.4K 0.01% 595
2022
Q1 		$347K Sell
14,787
-90
-0.6% -$1.79K 0.02% 538
2021
Q4 		$243K Buy
14,877
+2,760
+23% +$46K 0.01% 633
2021
Q3 		$197K Sell
12,117
-287
-2% -$4.57K 0.01% 656
2021
Q2 		$214K Buy
12,404
+5,505
+80% +$100K 0.01% 635
2021
Q1 		$117K Buy
6,899
+3,899
+130% +$61.7K 0.01% 802
2020
Q4 		$38K Hold
3,000
– – ﹤0.01% 1031
2020
Q3 		$28K Buy
+3,000
New +$28.2K ﹤0.01% 1035
2019
Q4 		– Sell
-700
Closed -$11K – 1890
2019
Q3 		$11K Hold
700
– – ﹤0.01% 1366
2019
Q2 		$10K Buy
+700
New +$10.1K ﹤0.01% 1411
2019
Q1 		– Sell
-189
Closed -$2K – 1727
2018
Q4 		$2K Hold
189
– – ﹤0.01% 1598
2018
Q3 		$3K Hold
189
– – ﹤0.01% 1479
2018
Q2 		$3K Hold
189
– – ﹤0.01% 1476
2018
Q1 		$4K Buy
+189
New +$3.72K ﹤0.01% 1440

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LSV Asset Management
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
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's FHN Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its First Horizon (FHN) stake by 16% in Q2 2024, selling an estimated $12.8K and leaving 4,481 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Benjamin F. Edwards & Company first reported a position in FHN in Q1 2018 and has held it in 22 quarters since. The position peaked at $347K in Q1 2022. 549 funds tracked by Wall St. Rank hold FHN as of Q2 2024.

  • Benjamin F. Edwards & Company held 4,481 shares of First Horizon worth $70K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 844 First Horizon shares in Q2 2024, an estimated $12.8K.
  • First Horizon made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1239 holding.
  • Benjamin F. Edwards & Company first reported a position in First Horizon in Q1 2018 and has held it in 22 quarters since.
  • Benjamin F. Edwards & Company's First Horizon position peaked at $347K in Q1 2022.
  • 549 funds tracked by Wall St. Rank held First Horizon as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.