Castleview Partners’s First Horizon FHN Stock Holding History

Castleview Partners’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	-652	Closed	-$11.6K	–	699
2023 Q1	$11.6K	Buy	+652	New	+$14.5K	0.01%	410

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

Castleview Partners's FHN Position: Q2 2023 in Review

Castleview Partners sold out of First Horizon (FHN) in Q2 2023, closing a stake of 652 shares — an estimated $11.6K sold.

Castleview Partners first reported a position in FHN in Q1 2023 and held it in 1 quarter. The position peaked at $11.6K in Q1 2023. 558 funds tracked by Wall St. Rank hold FHN as of Q2 2023.

Castleview Partners reported no remaining First Horizon position as of Q2 2023 after selling out during the quarter.
Castleview Partners sold 652 First Horizon shares in Q2 2023, an estimated $11.6K.
Castleview Partners first reported a position in First Horizon in Q1 2023 and held it in 1 quarter.
Castleview Partners's First Horizon position peaked at $11.6K in Q1 2023.
558 funds tracked by Wall St. Rank held First Horizon as of Q2 2023.

Based on Castleview Partners's 13F filing for Q2 2023, filed 15 Aug 2023.