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GeoWealth Management’s First Horizon FHN Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-4,708
Closed -$94.8K – 1306
2024
Q4 		$94.8K Buy
4,708
+6
+0.1% +$113 ﹤0.01% 985
2024
Q3 		$73K Buy
+4,702
New +$74.7K ﹤0.01% 965

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GeoWealth Management's FHN Position: Q1 2025 in Review

GeoWealth Management sold out of First Horizon (FHN) in Q1 2025, closing a stake of 4,708 shares — an estimated $94.8K sold.

GeoWealth Management first reported a position in FHN in Q3 2024 and held it in 2 quarters. The position peaked at $94.8K in Q4 2024. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

  • GeoWealth Management reported no remaining First Horizon position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 4,708 First Horizon shares in Q1 2025, an estimated $94.8K.
  • GeoWealth Management first reported a position in First Horizon in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's First Horizon position peaked at $94.8K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.