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Freedom Investment Management’s First Horizon FHN Stock Holding History

Freedom Investment 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
Q3 		– Sell
-11,676
Closed -$184K – 789
2024
Q2 		$184K Sell
11,676
-2,707
-19% -$41K 0.02% 732
2024
Q1 		$222K Sell
14,383
-2,120
-13% -$30.4K 0.02% 707
2023
Q4 		$234K Sell
16,503
-1,250
-7% -$15.1K 0.02% 672
2023
Q3 		$196K Sell
17,753
-2,696
-13% -$33.4K 0.02% 630
2023
Q2 		$230K Sell
20,449
-2,228
-10% -$29.9K 0.03% 620
2023
Q1 		$403K Sell
22,677
-780
-3% -$17.3K 0.05% 465
2022
Q4 		$575K Sell
23,457
-1,185
-5% -$28.7K 0.06% 369
2022
Q3 		$564K Sell
24,642
-10,659
-30% -$242K 0.07% 381
2022
Q2 		$772K Sell
35,301
-2,130
-6% -$47.9K 0.08% 313
2022
Q1 		$879K Sell
37,431
-11,460
-23% -$229K 0.08% 323
2021
Q4 		$798K Sell
48,891
-1,077
-2% -$18K 0.06% 412
2021
Q3 		$814K Buy
49,968
+23,345
+88% +$372K 0.06% 380
2021
Q2 		$460K Buy
26,623
+4,564
+21% +$82.9K 0.03% 561
2021
Q1 		$373K Sell
22,059
-15,291
-41% -$242K 0.03% 612
2020
Q4 		$477K Buy
37,350
+4,052
+12% +$47.5K 0.05% 346
2020
Q3 		$314K Buy
+33,298
New +$313K 0.03% 398

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
LSV Asset Management
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Freedom Investment Management's FHN Position: Q3 2024 in Review

Freedom Investment Management sold out of First Horizon (FHN) in Q3 2024, closing a stake of 11,676 shares — an estimated $184K sold.

Freedom Investment Management first reported a position in FHN in Q3 2020 and held it in 16 quarters. The position peaked at $879K in Q1 2022. 558 funds tracked by Wall St. Rank hold FHN as of Q3 2024.

  • Freedom Investment Management reported no remaining First Horizon position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 11,676 First Horizon shares in Q3 2024, an estimated $184K.
  • Freedom Investment Management first reported a position in First Horizon in Q3 2020 and held it in 16 quarters.
  • Freedom Investment Management's First Horizon position peaked at $879K in Q1 2022.
  • 558 funds tracked by Wall St. Rank held First Horizon as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.