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Glass Jacobson Investment Advisors’s First Horizon FHN Stock Holding History

Glass Jacobson Investment Advisors’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
Q3 		– Sell
-2,068
Closed -$23.3K – 811
2023
Q2 		$23.3K Buy
+2,068
New +$27.7K 0.01% 417

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Glass Jacobson Investment Advisors's FHN Position: Q3 2023 in Review

Glass Jacobson Investment Advisors sold out of First Horizon (FHN) in Q3 2023, closing a stake of 2,068 shares — an estimated $23.3K sold.

Glass Jacobson Investment Advisors first reported a position in FHN in Q2 2023 and held it in 1 quarter. The position peaked at $23.3K in Q2 2023. 553 funds tracked by Wall St. Rank hold FHN as of Q3 2023.

  • Glass Jacobson Investment Advisors reported no remaining First Horizon position as of Q3 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 2,068 First Horizon shares in Q3 2023, an estimated $23.3K.
  • Glass Jacobson Investment Advisors first reported a position in First Horizon in Q2 2023 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's First Horizon position peaked at $23.3K in Q2 2023.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q3 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.