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Buckingham Strategic Wealth’s First Horizon FHN Stock Holding History

Buckingham Strategic Wealth’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 		$460K Buy
29,189
+6,146
+27% +$93.1K ﹤0.01% 487
2024
Q1 		$355K Buy
23,043
+1,075
+5% +$15.4K ﹤0.01% 544
2023
Q4 		$311K Sell
21,968
-1,068
-5% -$12.9K ﹤0.01% 564
2023
Q3 		$254K Buy
+23,036
New +$285K ﹤0.01% 566

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

Buckingham Strategic Wealth's FHN Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its First Horizon (FHN) stake by 27% in Q2 2024, buying an estimated $93.1K and bringing the position to 29,189 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Buckingham Strategic Wealth first reported a position in FHN in Q3 2023 and has held it in 4 quarters since. 547 funds tracked by Wall St. Rank hold FHN as of Q2 2024.

  • Buckingham Strategic Wealth held 29,189 shares of First Horizon worth $460K as of Q2 2024.
  • Buckingham Strategic Wealth bought 6,146 First Horizon shares in Q2 2024, an estimated $93.1K.
  • First Horizon made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #487 holding.
  • Buckingham Strategic Wealth first reported a position in First Horizon in Q3 2023 and has held it in 4 quarters since.
  • 547 funds tracked by Wall St. Rank held First Horizon as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.