Concord Wealth Partners’s First Horizon FHN Stock Holding History

Concord Wealth 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 Q3	–	Sell	-1	Closed	-$12	–	1034
2023 Q2	$6	Hold	1	–	–	﹤0.01%	1039
2023 Q1	$10	Sell	1 -1,632	-100%	-$36.3K	﹤0.01%	985
2022 Q4	$40K	Buy	+1,633	New	+$39.6K	0.01%	406
2022 Q3	–	Sell	-704	Closed	-$15K	–	491
2022 Q2	$15K	Buy	704 +295	+72%	+$6.63K	﹤0.01%	605
2022 Q1	$10K	Buy	+409	New	+$8.16K	﹤0.01%	777
2021 Q1	–	Sell	-443	Closed	-$6K	–	1017
2020 Q4	$6K	Buy	+443	New	+$5.19K	﹤0.01%	399

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Concord Wealth Partners's FHN Position: Q3 2023 in Review

Concord Wealth Partners sold out of First Horizon (FHN) in Q3 2023, closing a stake of 1 share — an estimated $12 sold.

Concord Wealth Partners first reported a position in FHN in Q4 2020 and held it in 6 quarters. The position peaked at $40K in Q4 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q3 2023.

Concord Wealth Partners reported no remaining First Horizon position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 1 First Horizon share in Q3 2023, an estimated $12.
Concord Wealth Partners first reported a position in First Horizon in Q4 2020 and held it in 6 quarters.
Concord Wealth Partners's First Horizon position peaked at $40K in Q4 2022.
553 funds tracked by Wall St. Rank held First Horizon as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.