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Gradient Investments’s First Horizon FHN Stock Holding History

Gradient Investments’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
Q2 		– Sell
-37
Closed -$570 – 1414
2024
Q1 		$570 Hold
37
– – ﹤0.01% 999
2023
Q4 		$524 Hold
37
– – ﹤0.01% 1584
2023
Q3 		$408 Buy
+37
New +$458 ﹤0.01% 1586
2021
Q3 		– Sell
-30
Closed -$1K – 1172
2021
Q2 		$1K Sell
30
-3,966
-99% -$72K ﹤0.01% 1065
2021
Q1 		$68K Buy
+3,996
New +$63.2K ﹤0.01% 421
2018
Q1 		– Sell
-179
Closed -$4K – 1063
2017
Q4 		$4K Buy
+179
New +$3.44K ﹤0.01% 719

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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gradient Investments's FHN Position: Q2 2024 in Review

Gradient Investments sold out of First Horizon (FHN) in Q2 2024, closing a stake of 37 shares — an estimated $570 sold.

Gradient Investments first reported a position in FHN in Q4 2017 and held it in 6 quarters. The position peaked at $68K in Q1 2021. 547 funds tracked by Wall St. Rank hold FHN as of Q2 2024.

  • Gradient Investments reported no remaining First Horizon position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 37 First Horizon shares in Q2 2024, an estimated $570.
  • Gradient Investments first reported a position in First Horizon in Q4 2017 and held it in 6 quarters.
  • Gradient Investments's First Horizon position peaked at $68K in Q1 2021.
  • 547 funds tracked by Wall St. Rank held First Horizon as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.