Modera Wealth Management’s First Horizon FHN Stock Holding History

Modera 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
2022 Q1	–	Sell	-10,631	Closed	-$174K	–	439
2021 Q4	$174K	Buy	+10,631	New	+$177K	0.01%	580

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Modera Wealth Management's FHN Position: Q1 2022 in Review

Modera Wealth Management sold out of First Horizon (FHN) in Q1 2022, closing a stake of 10,631 shares — an estimated $174K sold.

Modera Wealth Management first reported a position in FHN in Q4 2021 and held it in 1 quarter. The position peaked at $174K in Q4 2021. 575 funds tracked by Wall St. Rank hold FHN as of Q1 2022.

Modera Wealth Management reported no remaining First Horizon position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 10,631 First Horizon shares in Q1 2022, an estimated $174K.
Modera Wealth Management first reported a position in First Horizon in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's First Horizon position peaked at $174K in Q4 2021.
575 funds tracked by Wall St. Rank held First Horizon as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.