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Howe & Rusling’s First Horizon FHN Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-823
Closed -$19K – 577
2022
Q3 		$19K Buy
823
+145
+21% +$3.29K ﹤0.01% 433
2022
Q2 		$15K Hold
678
– – ﹤0.01% 465
2022
Q1 		$16K Buy
678
+288
+74% +$5.74K ﹤0.01% 444
2021
Q4 		$6K Hold
390
– – ﹤0.01% 622
2021
Q3 		$6K Sell
390
-249
-39% -$3.97K ﹤0.01% 591
2021
Q2 		$11K Buy
639
+390
+157% +$7.08K ﹤0.01% 477
2021
Q1 		$4K Buy
249
+65
+35% +$1.03K ﹤0.01% 673
2020
Q4 		$2K Buy
+184
New +$2.16K ﹤0.01% 795

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howe & Rusling's FHN Position: Q4 2022 in Review

Howe & Rusling sold out of First Horizon (FHN) in Q4 2022, closing a stake of 823 shares — an estimated $19K sold.

Howe & Rusling first reported a position in FHN in Q4 2020 and held it in 8 quarters. The position peaked at $19K in Q3 2022. 613 funds tracked by Wall St. Rank hold FHN as of Q4 2022.

  • Howe & Rusling reported no remaining First Horizon position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 823 First Horizon shares in Q4 2022, an estimated $19K.
  • Howe & Rusling first reported a position in First Horizon in Q4 2020 and held it in 8 quarters.
  • Howe & Rusling's First Horizon position peaked at $19K in Q3 2022.
  • 613 funds tracked by Wall St. Rank held First Horizon as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.