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Moody Aldrich Partners’s First Horizon FHN Stock Holding History

Moody Aldrich Partners’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
Q3 		– Sell
-63,139
Closed -$1.38M – 158
2022
Q2 		$1.38M Sell
63,139
-25,054
-28% -$563K 0.27% 99
2022
Q1 		$2.07M Sell
88,193
-41,479
-32% -$827K 0.29% 84
2021
Q4 		$2.12M Buy
129,672
+29,421
+29% +$491K 0.3% 90
2021
Q3 		$1.63M Buy
+100,251
New +$1.6M 0.21% 105

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Moody Aldrich Partners's FHN Position: Q3 2022 in Review

Moody Aldrich Partners sold out of First Horizon (FHN) in Q3 2022, closing a stake of 63,139 shares — an estimated $1.38M sold.

Moody Aldrich Partners first reported a position in FHN in Q3 2021 and held it in 4 quarters. The position peaked at $2.12M in Q4 2021. 566 funds tracked by Wall St. Rank hold FHN as of Q3 2022.

  • Moody Aldrich Partners reported no remaining First Horizon position as of Q3 2022 after selling out during the quarter.
  • Moody Aldrich Partners sold 63,139 First Horizon shares in Q3 2022, an estimated $1.38M.
  • Moody Aldrich Partners first reported a position in First Horizon in Q3 2021 and held it in 4 quarters.
  • Moody Aldrich Partners's First Horizon position peaked at $2.12M in Q4 2021.
  • 566 funds tracked by Wall St. Rank held First Horizon as of Q3 2022.

Based on Moody Aldrich Partners's 13F filing for Q3 2022, filed 18 Oct 2022.