IFWM
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Institute for Wealth Management’s First Horizon FHN Stock Holding History

Institute for 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
2022
Q3 		– Sell
-18,392
Closed -$402K – 478
2022
Q2 		$402K Buy
18,392
+3,000
+19% +$67.4K 0.08% 325
2022
Q1 		$362K Buy
+15,392
New +$307K 0.06% 366

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Institute for Wealth Management's FHN Position: Q3 2022 in Review

Institute for Wealth Management sold out of First Horizon (FHN) in Q3 2022, closing a stake of 18,392 shares — an estimated $402K sold.

Institute for Wealth Management first reported a position in FHN in Q1 2022 and held it in 2 quarters. The position peaked at $402K in Q2 2022. 566 funds tracked by Wall St. Rank hold FHN as of Q3 2022.

  • Institute for Wealth Management reported no remaining First Horizon position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 18,392 First Horizon shares in Q3 2022, an estimated $402K.
  • Institute for Wealth Management first reported a position in First Horizon in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's First Horizon position peaked at $402K in Q2 2022.
  • 566 funds tracked by Wall St. Rank held First Horizon as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.