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Kapitalo Investimentos’s First Horizon FHN Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-248
Closed -$3.51K – 369
2023
Q4 		$3.51K Sell
248
-5,824
-96% -$70.1K ﹤0.01% 514
2023
Q3 		$66.9K Buy
+6,072
New +$75.2K 0.01% 450
2023
Q2 		– Sell
-122,023
Closed -$2.17M – 560
2023
Q1 		$2.17M Buy
+122,023
New +$2.71M 0.71% 27

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kapitalo Investimentos's FHN Position: Q1 2024 in Review

Kapitalo Investimentos sold out of First Horizon (FHN) in Q1 2024, closing a stake of 248 shares — an estimated $3.51K sold.

Kapitalo Investimentos first reported a position in FHN in Q1 2023 and held it in 3 quarters. The position peaked at $2.17M in Q1 2023. 540 funds tracked by Wall St. Rank hold FHN as of Q1 2024.

  • Kapitalo Investimentos reported no remaining First Horizon position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 248 First Horizon shares in Q1 2024, an estimated $3.51K.
  • Kapitalo Investimentos first reported a position in First Horizon in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's First Horizon position peaked at $2.17M in Q1 2023.
  • 540 funds tracked by Wall St. Rank held First Horizon as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.