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Edgestream Partners’s First Horizon FHN Stock Holding History

Edgestream 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
2022
Q4 		– Sell
-28,965
Closed -$663K – 543
2022
Q3 		$663K Sell
28,965
-23,564
-45% -$535K 0.05% 323
2022
Q2 		$1.15M Sell
52,529
-110,159
-68% -$2.48M 0.09% 295
2022
Q1 		$3.82M Buy
+162,688
New +$3.24M 0.3% 101
2019
Q1 		– Sell
-14,188
Closed -$187K – 240
2018
Q4 		$187K Buy
+14,188
New +$221K 0.03% 217

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgestream Partners's FHN Position: Q4 2022 in Review

Edgestream Partners sold out of First Horizon (FHN) in Q4 2022, closing a stake of 28,965 shares — an estimated $663K sold.

Edgestream Partners first reported a position in FHN in Q4 2018 and held it in 4 quarters. The position peaked at $3.82M in Q1 2022. 613 funds tracked by Wall St. Rank hold FHN as of Q4 2022.

  • Edgestream Partners reported no remaining First Horizon position as of Q4 2022 after selling out during the quarter.
  • Edgestream Partners sold 28,965 First Horizon shares in Q4 2022, an estimated $663K.
  • Edgestream Partners first reported a position in First Horizon in Q4 2018 and held it in 4 quarters.
  • Edgestream Partners's First Horizon position peaked at $3.82M in Q1 2022.
  • 613 funds tracked by Wall St. Rank held First Horizon as of Q4 2022.

Based on Edgestream Partners's 13F filing for Q4 2022, filed 13 Feb 2023.