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Graham Capital Wealth Management’s First Horizon FHN Stock Holding History

Graham Capital 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
2023
Q4 		– Sell
-48,634
Closed -$548K – 39
2023
Q3 		$548K Hold
48,634
– – 1.29% 18
2023
Q2 		$548K Buy
+48,634
New +$652K 1.29% 18

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Graham Capital Wealth Management's FHN Position: Q4 2023 in Review

Graham Capital Wealth Management sold out of First Horizon (FHN) in Q4 2023, closing a stake of 48,634 shares — an estimated $548K sold.

Graham Capital Wealth Management first reported a position in FHN in Q2 2023 and held it in 2 quarters. The position peaked at $548K in Q3 2023. 545 funds tracked by Wall St. Rank hold FHN as of Q4 2023.

  • Graham Capital Wealth Management reported no remaining First Horizon position as of Q4 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 48,634 First Horizon shares in Q4 2023, an estimated $548K.
  • Graham Capital Wealth Management first reported a position in First Horizon in Q2 2023 and held it in 2 quarters.
  • Graham Capital Wealth Management's First Horizon position peaked at $548K in Q3 2023.
  • 545 funds tracked by Wall St. Rank held First Horizon as of Q4 2023.

Based on Graham Capital Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.