HBK Sorce Advisory’s First Horizon FHN Stock Holding History

HBK Sorce Advisory’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	-50,000	Closed	-$53K	–	689
2022 Q4	$53K	Buy	50,000 +25,000	+100%	+$606K	﹤0.01%	728
2022 Q3	$26K	Buy	+25,000	New	+$568K	﹤0.01%	551
2022 Q1	–	Sell	-14,750	Closed	-$241K	–	576
2021 Q4	$241K	Hold	14,750	–	–	0.01%	510
2021 Q3	$240K	Buy	+14,750	New	+$235K	0.01%	505

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HBK Sorce Advisory's FHN Position: Q1 2023 in Review

HBK Sorce Advisory sold out of First Horizon (FHN) in Q1 2023, closing a stake of 50,000 shares — an estimated $53K sold.

HBK Sorce Advisory first reported a position in FHN in Q3 2021 and held it in 4 quarters. The position peaked at $241K in Q4 2021. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

HBK Sorce Advisory reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 50,000 First Horizon shares in Q1 2023, an estimated $53K.
HBK Sorce Advisory first reported a position in First Horizon in Q3 2021 and held it in 4 quarters.
HBK Sorce Advisory's First Horizon position peaked at $241K in Q4 2021.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.