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Edge Capital Group’s First Horizon FHN Stock Holding History

Edge Capital Group’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
-10,649
Closed -$165K – 339
2024
Q3 		$165K Hold
10,649
– – 0.01% 316
2024
Q2 		$168K Hold
10,649
– – 0.01% 311
2024
Q1 		$164K Hold
10,649
– – 0.01% 314
2023
Q4 		$151K Sell
10,649
-1,738
-14% -$20.9K 0.01% 298
2023
Q3 		$137K Hold
12,387
– – 0.01% 282
2023
Q2 		$140K Buy
+12,387
New +$166K 0.01% 309

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Edge Capital Group's FHN Position: Q4 2024 in Review

Edge Capital Group sold out of First Horizon (FHN) in Q4 2024, closing a stake of 10,649 shares — an estimated $165K sold.

Edge Capital Group first reported a position in FHN in Q2 2023 and held it in 6 quarters. The position peaked at $168K in Q2 2024. 563 funds tracked by Wall St. Rank hold FHN as of Q4 2024.

  • Edge Capital Group reported no remaining First Horizon position as of Q4 2024 after selling out during the quarter.
  • Edge Capital Group sold 10,649 First Horizon shares in Q4 2024, an estimated $165K.
  • Edge Capital Group first reported a position in First Horizon in Q2 2023 and held it in 6 quarters.
  • Edge Capital Group's First Horizon position peaked at $168K in Q2 2024.
  • 563 funds tracked by Wall St. Rank held First Horizon as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.