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FWL Investment Management’s First Horizon FHN Stock Holding History

FWL 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
2023
Q1 		– Sell
-1,610
Closed -$39.4K – 113
2022
Q4 		$39.4K Buy
+1,610
New +$39K 0.03% 97

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FWL Investment Management's FHN Position: Q1 2023 in Review

FWL Investment Management sold out of First Horizon (FHN) in Q1 2023, closing a stake of 1,610 shares — an estimated $39.4K sold.

FWL Investment Management first reported a position in FHN in Q4 2022 and held it in 1 quarter. The position peaked at $39.4K in Q4 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

  • FWL Investment Management reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
  • FWL Investment Management sold 1,610 First Horizon shares in Q1 2023, an estimated $39.4K.
  • FWL Investment Management first reported a position in First Horizon in Q4 2022 and held it in 1 quarter.
  • FWL Investment Management's First Horizon position peaked at $39.4K in Q4 2022.
  • 583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on FWL Investment Management's 13F filing for Q1 2023, filed 10 May 2023.