Lido Advisors
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Lido Advisors’s First Horizon FHN Stock Holding History

Lido Advisors’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
2022
Q1 		– Sell
-11,700
Closed -$191K – 1030
2021
Q4 		$191K Buy
11,700
+1,556
+15% +$25.9K ﹤0.01% 965
2021
Q3 		$165K Buy
10,144
+2
+0% +$32 ﹤0.01% 932
2021
Q2 		$177K Sell
10,142
-176
-2% -$3.2K ﹤0.01% 881
2021
Q1 		$176K Buy
+10,318
New +$163K ﹤0.01% 817
2020
Q4 		– Sell
-13,076
Closed -$125K – 823
2020
Q3 		$125K Buy
+13,076
New +$123K ﹤0.01% 609

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors's FHN Position: Q1 2022 in Review

Lido Advisors sold out of First Horizon (FHN) in Q1 2022, closing a stake of 11,700 shares — an estimated $191K sold.

Lido Advisors first reported a position in FHN in Q3 2020 and held it in 5 quarters. The position peaked at $191K in Q4 2021. 575 funds tracked by Wall St. Rank hold FHN as of Q1 2022.

  • Lido Advisors reported no remaining First Horizon position as of Q1 2022 after selling out during the quarter.
  • Lido Advisors sold 11,700 First Horizon shares in Q1 2022, an estimated $191K.
  • Lido Advisors first reported a position in First Horizon in Q3 2020 and held it in 5 quarters.
  • Lido Advisors's First Horizon position peaked at $191K in Q4 2021.
  • 575 funds tracked by Wall St. Rank held First Horizon as of Q1 2022.

Based on Lido Advisors's 13F filing for Q1 2022, filed 17 May 2022.