EFP
FHN icon

Envision Financial Planning’s First Horizon FHN Stock Holding History

Envision Financial Planning’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
2025
Q1 		– Sell
-12,117
Closed -$244K – 42
2024
Q4 		$244K Buy
+12,117
New +$228K 0.13% 39

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envision Financial Planning's FHN Position: Q1 2025 in Review

Envision Financial Planning sold out of First Horizon (FHN) in Q1 2025, closing a stake of 12,117 shares — an estimated $244K sold.

Envision Financial Planning first reported a position in FHN in Q4 2024 and held it in 1 quarter. The position peaked at $244K in Q4 2024. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

  • Envision Financial Planning reported no remaining First Horizon position as of Q1 2025 after selling out during the quarter.
  • Envision Financial Planning sold 12,117 First Horizon shares in Q1 2025, an estimated $244K.
  • Envision Financial Planning first reported a position in First Horizon in Q4 2024 and held it in 1 quarter.
  • Envision Financial Planning's First Horizon position peaked at $244K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on Envision Financial Planning's 13F filing for Q1 2025, filed 14 May 2025.