Laird Norton Wetherby Wealth Management’s First Horizon FHN Stock Holding History

Laird Norton Wetherby 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
2023 Q1	–	Sell	-10,823	Closed	-$265K	–	932
2022 Q4	$265K	Sell	10,823 -105	-1%	-$2.54K	0.02%	729
2022 Q3	$250K	Buy	10,928 +292	+3%	+$6.64K	0.02%	724
2022 Q2	$233K	Sell	10,636 -1,516	-12%	-$34.1K	0.02%	769
2022 Q1	$285K	Buy	12,152 +800	+7%	+$16K	0.02%	728
2021 Q4	$185K	Buy	11,352 +639	+6%	+$10.7K	0.01%	880
2021 Q3	$175K	Buy	10,713 +334	+3%	+$5.32K	0.01%	874
2021 Q2	$179K	Buy	+10,379	New	+$188K	0.01%	884

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

Laird Norton Wetherby Wealth Management's FHN Position: Q1 2023 in Review

Laird Norton Wetherby Wealth Management sold out of First Horizon (FHN) in Q1 2023, closing a stake of 10,823 shares — an estimated $265K sold.

Laird Norton Wetherby Wealth Management first reported a position in FHN in Q2 2021 and held it in 7 quarters. The position peaked at $285K in Q1 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

Laird Norton Wetherby Wealth Management reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,823 First Horizon shares in Q1 2023, an estimated $265K.
Laird Norton Wetherby Wealth Management first reported a position in First Horizon in Q2 2021 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's First Horizon position peaked at $285K in Q1 2022.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.