Lake Street Advisors Group’s First Horizon FHN Stock Holding History

Lake Street Advisors Group’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 Q2	–	Sell	-121,529	Closed	-$2.16M	–	349
2023 Q1	$2.16M	Sell	121,529 -678	-0.6%	-$15.1K	0.13%	105
2022 Q4	$2.99M	Sell	122,207 -603	-0.5%	-$14.6K	0.2%	83
2022 Q3	$2.81M	Hold	122,810	–	–	0.2%	79
2022 Q2	$2.69M	Buy	122,810 +2,340	+2%	+$52.6K	0.19%	77
2022 Q1	$2.83M	Buy	120,470 +2,578	+2%	+$51.4K	0.18%	84
2021 Q4	$1.93M	Sell	117,892 -102	-0.1%	-$1.7K	0.12%	119
2021 Q3	$1.92M	Buy	+117,994	New	+$1.88M	0.21%	83

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lake Street Advisors Group's FHN Position: Q2 2023 in Review

Lake Street Advisors Group sold out of First Horizon (FHN) in Q2 2023, closing a stake of 121,529 shares — an estimated $2.16M sold.

Lake Street Advisors Group first reported a position in FHN in Q3 2021 and held it in 7 quarters. The position peaked at $2.99M in Q4 2022. 558 funds tracked by Wall St. Rank hold FHN as of Q2 2023.

Lake Street Advisors Group reported no remaining First Horizon position as of Q2 2023 after selling out during the quarter.
Lake Street Advisors Group sold 121,529 First Horizon shares in Q2 2023, an estimated $2.16M.
Lake Street Advisors Group first reported a position in First Horizon in Q3 2021 and held it in 7 quarters.
Lake Street Advisors Group's First Horizon position peaked at $2.99M in Q4 2022.
558 funds tracked by Wall St. Rank held First Horizon as of Q2 2023.

Based on Lake Street Advisors Group's 13F filing for Q2 2023, filed 10 Aug 2023.