Kula Investments’s First Horizon FHN Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-10,445	Closed	-$210K	–	693
2022 Q4	$210K	Buy	+10,445	New	+$253K	0.06%	506

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's FHN Position: Q1 2023 in Review

Kula Investments sold out of First Horizon (FHN) in Q1 2023, closing a stake of 10,445 shares — an estimated $210K sold.

Kula Investments first reported a position in FHN in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

Kula Investments reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 10,445 First Horizon shares in Q1 2023, an estimated $210K.
Kula Investments first reported a position in First Horizon in Q4 2022 and held it in 1 quarter.
Kula Investments's First Horizon position peaked at $210K in Q4 2022.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.