IF
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Intrua Financial’s First Horizon FHN Stock Holding History

Intrua Financial’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
-11,402
Closed -$177K – 373
2024
Q3 		$177K Sell
11,402
-620
-5% -$9.85K 0.03% 373
2024
Q2 		$190K Sell
12,022
-338
-3% -$5.12K 0.03% 384
2024
Q1 		$190K Sell
12,360
-216
-2% -$3.1K 0.03% 406
2023
Q4 		$178K Buy
12,576
+625
+5% +$7.53K 0.03% 390
2023
Q3 		$132K Buy
11,951
+1,613
+16% +$20K 0.02% 346
2023
Q2 		$117K Buy
+10,338
New +$139K 0.02% 355
2022
Q3 		– Sell
-33,773
Closed -$738K – 319
2022
Q2 		$738K Sell
33,773
-246
-0.7% -$5.53K 0.16% 145
2022
Q1 		$799K Sell
34,019
-207
-0.6% -$4.13K 0.14% 149
2021
Q4 		$559K Buy
34,226
+462
+1% +$7.7K 0.1% 203
2021
Q3 		$563K Buy
33,764
+19,397
+135% +$309K 0.1% 192
2021
Q2 		$236K Buy
+14,367
New +$261K 0.06% 263

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