Chase Investment Counsel’s First Horizon FHN Stock Holding History

Chase Investment Counsel’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 Q1	–	Sell	-11,144	Closed	-$273K	–	104
2022 Q4	$273K	Sell	11,144 -875	-7%	-$21.2K	0.17%	77
2022 Q3	$275K	Hold	12,019	–	–	0.17%	73
2022 Q2	$262K	Buy	+12,019	New	+$270K	0.14%	92

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chase Investment Counsel's FHN Position: Q1 2023 in Review

Chase Investment Counsel sold out of First Horizon (FHN) in Q1 2023, closing a stake of 11,144 shares — an estimated $273K sold.

Chase Investment Counsel first reported a position in FHN in Q2 2022 and held it in 3 quarters. The position peaked at $275K in Q3 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

Chase Investment Counsel reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
Chase Investment Counsel sold 11,144 First Horizon shares in Q1 2023, an estimated $273K.
Chase Investment Counsel first reported a position in First Horizon in Q2 2022 and held it in 3 quarters.
Chase Investment Counsel's First Horizon position peaked at $275K in Q3 2022.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Chase Investment Counsel's 13F filing for Q1 2023, filed 4 May 2023.