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Lee Financial’s First Horizon FHN Stock Holding History

Lee 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
2023
Q4 		– Sell
-106
Closed -$1.19K – 881
2023
Q3 		$1.19K Hold
106
– – ﹤0.01% 763
2023
Q2 		$1.21K Buy
+106
New +$1.42K ﹤0.01% 714
2023
Q1 		– Sell
-74
Closed -$1.81K – 858
2022
Q4 		$1.81K Hold
74
– – ﹤0.01% 715
2022
Q3 		$2K Buy
74
+34
+85% +$773 ﹤0.01% 675
2022
Q2 		$1K Sell
40
-97,447
-100% -$2.19M ﹤0.01% 783
2022
Q1 		$2.29M Buy
97,487
+137
+0.1% +$2.73K 0.41% 34
2021
Q4 		$1.59M Buy
97,350
+20
+0% +$333 0.3% 47
2021
Q3 		$1.59M Buy
97,330
+22,630
+30% +$361K 0.33% 43
2021
Q2 		$1.29M Sell
74,700
-460
-0.6% -$8.35K 0.27% 55
2021
Q1 		$1.27M Buy
+75,160
New +$1.19M 0.3% 55

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lee Financial's FHN Position: Q4 2023 in Review

Lee Financial sold out of First Horizon (FHN) in Q4 2023, closing a stake of 106 shares — an estimated $1.19K sold.

Lee Financial first reported a position in FHN in Q1 2021 and held it in 10 quarters. The position peaked at $2.29M in Q1 2022. 547 funds tracked by Wall St. Rank hold FHN as of Q4 2023.

  • Lee Financial reported no remaining First Horizon position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 106 First Horizon shares in Q4 2023, an estimated $1.19K.
  • Lee Financial first reported a position in First Horizon in Q1 2021 and held it in 10 quarters.
  • Lee Financial's First Horizon position peaked at $2.29M in Q1 2022.
  • 547 funds tracked by Wall St. Rank held First Horizon as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.