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Householder Group Estate & Retirement Specialist’s First Horizon FHN Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-4
Closed – – 758
2024
Q3 		$0 Buy
+4
New +$64 ﹤0.01% 1214
2024
Q2 		– Sell
-4
Closed -$63 – 1244
2024
Q1 		$63 Hold
4
– – ﹤0.01% 1245
2023
Q4 		$0 Hold
4
– – ﹤0.01% 1201
2023
Q3 		$45 Buy
+4
New +$50 ﹤0.01% 1286
2023
Q1 		$0 Buy
+4
New +$89 ﹤0.01% 1253
2022
Q4 		– Sell
-4
Closed – – 566
2022
Q3 		$0 Buy
+4
New +$91 ﹤0.01% 1128

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FHN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Horizon (FHN) in Q4 2024, closing a stake of 4 shares.

Householder Group Estate & Retirement Specialist first reported a position in FHN in Q3 2022 and held it in 6 quarters. The position peaked at $63 in Q1 2024. 563 funds tracked by Wall St. Rank hold FHN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining First Horizon position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4 First Horizon shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in First Horizon in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's First Horizon position peaked at $63 in Q1 2024.
  • 563 funds tracked by Wall St. Rank held First Horizon as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.