Delap Wealth Advisory’s First Horizon FHN Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-15,757	Closed	-$243K	–	185
2024 Q1	$243K	Buy	+15,757	New	+$226K	0.1%	202

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

Delap Wealth Advisory's FHN Position: Q2 2024 in Review

Delap Wealth Advisory sold out of First Horizon (FHN) in Q2 2024, closing a stake of 15,757 shares — an estimated $243K sold.

Delap Wealth Advisory first reported a position in FHN in Q1 2024 and held it in 1 quarter. The position peaked at $243K in Q1 2024. 547 funds tracked by Wall St. Rank hold FHN as of Q2 2024.

Delap Wealth Advisory reported no remaining First Horizon position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 15,757 First Horizon shares in Q2 2024, an estimated $243K.
Delap Wealth Advisory first reported a position in First Horizon in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's First Horizon position peaked at $243K in Q1 2024.
547 funds tracked by Wall St. Rank held First Horizon as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.