Ferguson Wellman Capital Management’s First Horizon FHN Stock Holding History

Ferguson Wellman Capital Management’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 Q2	–	Sell	-31,956	Closed	-$568K	–	364
2023 Q1	$568K	Sell	31,956 -41,001	-56%	-$911K	0.01%	238
2022 Q4	$1.79M	Buy	72,957 +15,833	+28%	+$384K	0.05%	149
2022 Q3	$1.31M	Sell	57,124 -45,961	-45%	-$1.04M	0.05%	140
2022 Q2	$2.25M	Sell	103,085 -883,248	-90%	-$19.9M	0.08%	116
2022 Q1	$23.2M	Sell	986,333 -383,974	-28%	-$7.66M	0.73%	43
2021 Q4	$22.4M	Buy	1,370,307 +72,387	+6%	+$1.21M	0.65%	49
2021 Q3	$21.1M	Buy	1,297,920 +44,892	+4%	+$715K	0.68%	50
2021 Q2	$21.7M	Buy	1,253,028 +16,298	+1%	+$296K	0.71%	49
2021 Q1	$20.9M	Buy	+1,236,730	New	+$19.6M	0.73%	44

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return