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Delos Wealth Advisors’s First Horizon FHN Stock Holding History

Delos Wealth 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
Q1 		– Sell
-300
Closed -$4.25K – 387
2023
Q4 		$4.25K Hold
300
– – 0.01% 117
2023
Q3 		$3.77K Hold
300
– – ﹤0.01% 165
2023
Q2 		$3.38K Hold
300
– – ﹤0.01% 165
2023
Q1 		$5.33K Hold
300
– – 0.01% 155
2022
Q4 		$7.35K Hold
300
– – 0.01% 157
2022
Q3 		$7K Buy
+300
New +$6.82K 0.01% 158

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delos Wealth Advisors's FHN Position: Q1 2024 in Review

Delos Wealth Advisors sold out of First Horizon (FHN) in Q1 2024, closing a stake of 300 shares — an estimated $4.25K sold.

Delos Wealth Advisors first reported a position in FHN in Q3 2022 and held it in 6 quarters. The position peaked at $7.35K in Q4 2022. 540 funds tracked by Wall St. Rank hold FHN as of Q1 2024.

  • Delos Wealth Advisors reported no remaining First Horizon position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 300 First Horizon shares in Q1 2024, an estimated $4.25K.
  • Delos Wealth Advisors first reported a position in First Horizon in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's First Horizon position peaked at $7.35K in Q4 2022.
  • 540 funds tracked by Wall St. Rank held First Horizon as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.