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BHZ Capital Management’s First Horizon FHN Stock Holding History

BHZ Capital 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
-156,842
Closed -$2.42M – 16
2024
Q1 		$2.42M Hold
156,842
– – 2.75% 10
2023
Q4 		$2.22M Sell
156,842
-6,123
-4% -$73.7K 1.17% 20
2023
Q3 		$1.8M Hold
162,965
– – 1.49% 22
2023
Q2 		$1.84M Buy
+162,965
New +$2.18M 1.29% 29
2020
Q4 		– Sell
-104,600
Closed -$986K – 144
2020
Q3 		$986K Buy
+104,600
New +$983K 0.42% 66

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

BHZ Capital Management's FHN Position: Q2 2024 in Review

BHZ Capital Management sold out of First Horizon (FHN) in Q2 2024, closing a stake of 156,842 shares — an estimated $2.42M sold.

BHZ Capital Management first reported a position in FHN in Q3 2020 and held it in 5 quarters. The position peaked at $2.42M in Q1 2024. 549 funds tracked by Wall St. Rank hold FHN as of Q2 2024.

  • BHZ Capital Management reported no remaining First Horizon position as of Q2 2024 after selling out during the quarter.
  • BHZ Capital Management sold 156,842 First Horizon shares in Q2 2024, an estimated $2.42M.
  • BHZ Capital Management first reported a position in First Horizon in Q3 2020 and held it in 5 quarters.
  • BHZ Capital Management's First Horizon position peaked at $2.42M in Q1 2024.
  • 549 funds tracked by Wall St. Rank held First Horizon as of Q2 2024.

Based on BHZ Capital Management's 13F filing for Q2 2024.