Carolinas Wealth Consulting’s First Horizon FHN Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-17,998	Closed	-$350K	–	323
2025 Q1	$350K	Hold	17,998	–	–	0.08%	128
2024 Q4	$363K	Buy	17,998 +14,081	+359%	+$265K	0.07%	135
2024 Q3	$61.4K	Hold	3,917	–	–	0.01%	333
2024 Q2	$62.4K	Hold	3,917	–	–	0.01%	337
2024 Q1	$60.9K	Sell	3,917 -51	-1%	-$732	0.01%	343
2023 Q4	$56.8K	Buy	3,968 +51	+1%	+$614	0.01%	319
2023 Q3	$42.1K	Hold	3,917	–	–	0.01%	332
2023 Q2	$44.7K	Hold	3,917	–	–	0.01%	363
2023 Q1	$70.2K	Hold	3,917	–	–	0.01%	311
2022 Q4	$96.6K	Hold	3,917	–	–	0.02%	269
2022 Q3	$90K	Hold	3,917	–	–	0.02%	259
2022 Q2	$86K	Hold	3,917	–	–	0.02%	267
2022 Q1	$93K	Hold	3,917	–	–	0.02%	262
2021 Q4	$65K	Hold	3,917	–	–	0.01%	326
2021 Q3	$64K	Hold	3,917	–	–	0.01%	302
2021 Q2	$68K	Hold	3,917	–	–	0.01%	315
2021 Q1	$67K	Hold	3,917	–	–	0.02%	317
2020 Q4	$51K	Hold	3,917	–	–	0.01%	336
2020 Q3	$38K	Hold	3,917	–	–	0.01%	315
2020 Q2	$40K	Buy	+3,917	New	+$35.6K	0.02%	222

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Carolinas Wealth Consulting's FHN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of First Horizon (FHN) in Q2 2025, closing a stake of 17,998 shares — an estimated $350K sold.

Carolinas Wealth Consulting first reported a position in FHN in Q2 2020 and held it in 20 quarters. The position peaked at $363K in Q4 2024. 555 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

Carolinas Wealth Consulting reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 17,998 First Horizon shares in Q2 2025, an estimated $350K.
Carolinas Wealth Consulting first reported a position in First Horizon in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's First Horizon position peaked at $363K in Q4 2024.
555 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.