BerganKDV Wealth Management’s First Horizon FHN Stock Holding History

BerganKDV 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
2023 Q2	–	Sell	-120	Closed	-$2.13K	–	947
2023 Q1	$2.13K	Buy	120 +35	+41%	+$778	﹤0.01%	821
2022 Q4	$2.09K	Hold	85	–	–	﹤0.01%	790
2022 Q3	$2K	Sell	85 -45	-35%	-$1.02K	﹤0.01%	805
2022 Q2	$3K	Hold	130	–	–	﹤0.01%	767
2022 Q1	$3K	Hold	130	–	–	﹤0.01%	799
2021 Q4	$2K	Buy	130 +1	+0.8%	+$17	﹤0.01%	910
2021 Q3	$2K	Hold	129	–	–	﹤0.01%	879
2021 Q2	$2K	Buy	129 +1	+0.8%	+$18	﹤0.01%	813
2021 Q1	$2K	Hold	128	–	–	﹤0.01%	778
2020 Q4	$2K	Buy	128 +46	+56%	+$539	﹤0.01%	776
2020 Q3	$1K	Hold	82	–	–	﹤0.01%	794
2020 Q2	$1K	Sell	82 -131	-62%	-$1.19K	﹤0.01%	850
2020 Q1	$2K	Hold	213	–	–	﹤0.01%	732
2019 Q4	$4K	Buy	+213	New	+$3.46K	﹤0.01%	660

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BerganKDV Wealth Management's FHN Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of First Horizon (FHN) in Q2 2023, closing a stake of 120 shares — an estimated $2.13K sold.

BerganKDV Wealth Management first reported a position in FHN in Q4 2019 and held it in 14 quarters. The position peaked at $4K in Q4 2019. 558 funds tracked by Wall St. Rank hold FHN as of Q2 2023.

BerganKDV Wealth Management reported no remaining First Horizon position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 120 First Horizon shares in Q2 2023, an estimated $2.13K.
BerganKDV Wealth Management first reported a position in First Horizon in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's First Horizon position peaked at $4K in Q4 2019.
558 funds tracked by Wall St. Rank held First Horizon as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.