MHR
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Matthew Hamilton Rosenberg’s First Horizon FHN Stock Holding History

Matthew Hamilton Rosenberg’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
2024
Q2 		– Sell
-286
Closed -$4.33K – 832
2024
Q1 		$4.28K Hold
286
– – ﹤0.01% 713
2023
Q4 		$4.05K Hold
286
– – ﹤0.01% 721
2023
Q3 		$3.15K Hold
286
– – ﹤0.01% 725
2023
Q2 		$3.22K Hold
286
– – ﹤0.01% 725
2023
Q1 		$5.08K Buy
+286
New +$6.36K ﹤0.01% 727

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Matthew Hamilton Rosenberg's FHN Position: Q2 2024 in Review

Matthew Hamilton Rosenberg sold out of First Horizon (FHN) in Q2 2024, closing a stake of 286 shares — an estimated $4.33K sold.

Matthew Hamilton Rosenberg first reported a position in FHN in Q1 2023 and held it in 5 quarters. The position peaked at $5.08K in Q1 2023. 547 funds tracked by Wall St. Rank hold FHN as of Q2 2024.

  • Matthew Hamilton Rosenberg reported no remaining First Horizon position as of Q2 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 286 First Horizon shares in Q2 2024, an estimated $4.33K.
  • Matthew Hamilton Rosenberg first reported a position in First Horizon in Q1 2023 and held it in 5 quarters.
  • Matthew Hamilton Rosenberg's First Horizon position peaked at $5.08K in Q1 2023.
  • 547 funds tracked by Wall St. Rank held First Horizon as of Q2 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2024, filed 26 Jul 2024.