CWM
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Compass Wealth Management’s First Horizon FHN Stock Holding History

Compass Wealth Management’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
-1,500
Closed -$29.1K – 234
2025
Q1 		$29.1K Hold
1,500
– – 0.01% 302
2024
Q4 		$30.2K Hold
1,500
– – 0.01% 292
2024
Q3 		$23.3K Hold
1,500
– – 0.01% 316
2024
Q2 		$23.7K Hold
1,500
– – 0.01% 316
2024
Q1 		$23.1K Hold
1,500
– – 0.01% 310
2023
Q4 		$21.2K Hold
1,500
– – 0.01% 309
2023
Q3 		$16.5K Hold
1,500
– – 0.01% 327
2023
Q2 		$16.9K Buy
+1,500
New +$20.1K 0.01% 339
2023
Q1 		– Sell
-2,000
Closed -$49K – 416
2022
Q4 		$49K Buy
+2,000
New +$48.5K 0.02% 232

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
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