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Money Concepts Capital’s First Horizon FHN Stock Holding History

Money Concepts Capital’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
-932,350
Closed -$10.3M – 392
2023
Q3 		$10.3M Buy
932,350
+79,297
+9% +$982K 1.08% 18
2023
Q2 		$9.61M Buy
+853,053
New +$11.4M 0.98% 24
2023
Q1 		– Sell
-190
Closed -$4.65K – 1312
2022
Q4 		$4.65K Buy
+190
New +$4.6K ﹤0.01% 2378
2022
Q2 		– Sell
-1
Closed – – 1833
2022
Q1 		$0 Buy
+1
New +$20 ﹤0.01% 2696

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Money Concepts Capital's FHN Position: Q4 2023 in Review

Money Concepts Capital sold out of First Horizon (FHN) in Q4 2023, closing a stake of 932,350 shares — an estimated $10.3M sold.

Money Concepts Capital first reported a position in FHN in Q1 2022 and held it in 4 quarters. The position peaked at $10.3M in Q3 2023. 545 funds tracked by Wall St. Rank hold FHN as of Q4 2023.

  • Money Concepts Capital reported no remaining First Horizon position as of Q4 2023 after selling out during the quarter.
  • Money Concepts Capital sold 932,350 First Horizon shares in Q4 2023, an estimated $10.3M.
  • Money Concepts Capital first reported a position in First Horizon in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's First Horizon position peaked at $10.3M in Q3 2023.
  • 545 funds tracked by Wall St. Rank held First Horizon as of Q4 2023.

Based on Money Concepts Capital's 13F filing for Q4 2023, filed 12 Feb 2024.