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Estate Counselors’s First Horizon FHN Stock Holding History

Estate Counselors’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
2023
Q1 		– Sell
-58,367
Closed -$1.43M – 146
2022
Q4 		$1.43M Buy
58,367
+235
+0.4% +$5.7K 0.2% 71
2022
Q3 		$1.33M Sell
58,132
-1,115
-2% -$25.3K 0.21% 57
2022
Q2 		$1.29M Sell
59,247
-41,970
-41% -$943K 0.19% 57
2022
Q1 		$2.38M Hold
101,217
– – 0.31% 52
2021
Q4 		$1.65M Buy
101,217
+1,462
+1% +$24.4K 0.2% 56
2021
Q3 		$1.63M Buy
99,755
+37,340
+60% +$595K 0.2% 59
2021
Q2 		$1.08M Buy
62,415
+1,215
+2% +$22.1K 0.14% 91
2021
Q1 		$1.03M Buy
+61,200
New +$968K 0.15% 87

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Estate Counselors's FHN Position: Q1 2023 in Review

Estate Counselors sold out of First Horizon (FHN) in Q1 2023, closing a stake of 58,367 shares — an estimated $1.43M sold.

Estate Counselors first reported a position in FHN in Q1 2021 and held it in 8 quarters. The position peaked at $2.38M in Q1 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

  • Estate Counselors reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
  • Estate Counselors sold 58,367 First Horizon shares in Q1 2023, an estimated $1.43M.
  • Estate Counselors first reported a position in First Horizon in Q1 2021 and held it in 8 quarters.
  • Estate Counselors's First Horizon position peaked at $2.38M in Q1 2022.
  • 583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.