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Cetera Advisors’s First Horizon FHN Stock Holding History

Cetera Advisors’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
Q1 		$440K Buy
28,590
+10,103
+55% +$145K ﹤0.01% 1684
2023
Q4 		$262K Buy
18,487
+6,635
+56% +$79.9K ﹤0.01% 1503
2023
Q3 		$131K Sell
11,852
-3,097
-21% -$38.4K ﹤0.01% 1576
2023
Q2 		$168K Buy
14,949
+2,879
+24% +$38.6K ﹤0.01% 1524
2023
Q1 		$215K Buy
12,070
+81
+0.7% +$1.8K ﹤0.01% 1462
2022
Q4 		$294K Buy
+11,989
New +$291K 0.01% 1247

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Advisors's FHN Position: Q1 2024 in Review

Cetera Advisors increased its First Horizon (FHN) stake by 55% in Q1 2024, buying an estimated $145K and bringing the position to 28,590 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Cetera Advisors first reported a position in FHN in Q4 2022 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold FHN as of Q1 2024.

  • Cetera Advisors held 28,590 shares of First Horizon worth $440K as of Q1 2024.
  • Cetera Advisors bought 10,103 First Horizon shares in Q1 2024, an estimated $145K.
  • First Horizon made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1684 holding.
  • Cetera Advisors first reported a position in First Horizon in Q4 2022 and has held it in 6 quarters since.
  • 540 funds tracked by Wall St. Rank held First Horizon as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.