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Fiduciary Alliance’s First Horizon FHN Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-536
Closed -$6.04K – 438
2023
Q2 		$6.04K Buy
+536
New +$7.18K ﹤0.01% 658
2023
Q1 		– Sell
-536
Closed -$13.1K – 387
2022
Q4 		$13.1K Buy
+536
New +$13K ﹤0.01% 365

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fiduciary Alliance's FHN Position: Q3 2023 in Review

Fiduciary Alliance sold out of First Horizon (FHN) in Q3 2023, closing a stake of 536 shares — an estimated $6.04K sold.

Fiduciary Alliance first reported a position in FHN in Q4 2022 and held it in 2 quarters. The position peaked at $13.1K in Q4 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q3 2023.

  • Fiduciary Alliance reported no remaining First Horizon position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 536 First Horizon shares in Q3 2023, an estimated $6.04K.
  • Fiduciary Alliance first reported a position in First Horizon in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's First Horizon position peaked at $13.1K in Q4 2022.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.