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International Private Wealth Advisors’s First Horizon FHN Stock Holding History

International Private Wealth Advisors’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
2025
Q2 		– Sell
-11,735
Closed -$228K – 169
2025
Q1 		$228K Buy
+11,735
New +$242K 0.22% 136

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

International Private Wealth Advisors's FHN Position: Q2 2025 in Review

International Private Wealth Advisors sold out of First Horizon (FHN) in Q2 2025, closing a stake of 11,735 shares — an estimated $228K sold.

International Private Wealth Advisors first reported a position in FHN in Q1 2025 and held it in 1 quarter. The position peaked at $228K in Q1 2025. 555 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

  • International Private Wealth Advisors reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
  • International Private Wealth Advisors sold 11,735 First Horizon shares in Q2 2025, an estimated $228K.
  • International Private Wealth Advisors first reported a position in First Horizon in Q1 2025 and held it in 1 quarter.
  • International Private Wealth Advisors's First Horizon position peaked at $228K in Q1 2025.
  • 555 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on International Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.