Financial Gravity Asset Management’s First Horizon FHN Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-85	Closed	-$1.32K	–	1793
2024 Q1	$1.32K	Buy	+85	New	+$1.22K	﹤0.01%	1185
2023 Q3	–	Sell	-11	Closed	-$865	–	1428
2023 Q2	$865	Buy	+11	New	+$147	﹤0.01%	850
2023 Q1	–	Sell	-25	Closed	-$1.08K	–	1320
2022 Q4	$1.08K	Buy	+25	New	+$606	0.01%	653
2021 Q4	–	Sell	-2	Closed	-$16K	–	974
2021 Q3	$16K	Hold	2	–	–	0.01%	830
2021 Q2	$17K	Buy	+2	New	+$36	0.01%	833
2021 Q1	–	Sell	-49	Closed	-$1K	–	809
2020 Q4	$1K	Buy	+49	New	+$574	﹤0.01%	400

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

Financial Gravity Asset Management's FHN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Horizon (FHN) in Q2 2024, closing a stake of 85 shares — an estimated $1.32K sold.

Financial Gravity Asset Management first reported a position in FHN in Q4 2020 and held it in 6 quarters. The position peaked at $17K in Q2 2021. 547 funds tracked by Wall St. Rank hold FHN as of Q2 2024.

Financial Gravity Asset Management reported no remaining First Horizon position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 85 First Horizon shares in Q2 2024, an estimated $1.32K.
Financial Gravity Asset Management first reported a position in First Horizon in Q4 2020 and held it in 6 quarters.
Financial Gravity Asset Management's First Horizon position peaked at $17K in Q2 2021.
547 funds tracked by Wall St. Rank held First Horizon as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.