Claris Advisors’s First Horizon FHN Stock Holding History

Claris 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 Q4	–	Sell	-10	Closed	-$155	–	443
2024 Q3	$155	Buy	+10	New	+$159	﹤0.01%	1037

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Claris Advisors's FHN Position: Q4 2024 in Review

Claris Advisors sold out of First Horizon (FHN) in Q4 2024, closing a stake of 10 shares — an estimated $155 sold.

Claris Advisors first reported a position in FHN in Q3 2024 and held it in 1 quarter. The position peaked at $155 in Q3 2024. 564 funds tracked by Wall St. Rank hold FHN as of Q4 2024.

Claris Advisors reported no remaining First Horizon position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 10 First Horizon shares in Q4 2024, an estimated $155.
Claris Advisors first reported a position in First Horizon in Q3 2024 and held it in 1 quarter.
Claris Advisors's First Horizon position peaked at $155 in Q3 2024.
564 funds tracked by Wall St. Rank held First Horizon as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.