FPWM
FHN icon

FSB Premier Wealth Management’s First Horizon FHN Stock Holding History

FSB Premier Wealth 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
Q4 		– Sell
-10,000
Closed -$155K – 210
2024
Q3 		$155K Hold
10,000
– – 0.06% 201
2024
Q2 		$158K Hold
10,000
– – 0.07% 182
2024
Q1 		$154K Hold
10,000
– – 0.07% 178
2023
Q4 		$142K Hold
10,000
– – 0.07% 173
2023
Q3 		$110K Hold
10,000
– – 0.06% 157
2023
Q2 		$113K Buy
+10,000
New +$134K 0.06% 155

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FSB Premier Wealth Management's FHN Position: Q4 2024 in Review

FSB Premier Wealth Management sold out of First Horizon (FHN) in Q4 2024, closing a stake of 10,000 shares — an estimated $155K sold.

FSB Premier Wealth Management first reported a position in FHN in Q2 2023 and held it in 6 quarters. The position peaked at $158K in Q2 2024. 564 funds tracked by Wall St. Rank hold FHN as of Q4 2024.

  • FSB Premier Wealth Management reported no remaining First Horizon position as of Q4 2024 after selling out during the quarter.
  • FSB Premier Wealth Management sold 10,000 First Horizon shares in Q4 2024, an estimated $155K.
  • FSB Premier Wealth Management first reported a position in First Horizon in Q2 2023 and held it in 6 quarters.
  • FSB Premier Wealth Management's First Horizon position peaked at $158K in Q2 2024.
  • 564 funds tracked by Wall St. Rank held First Horizon as of Q4 2024.

Based on FSB Premier Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.