Mountain Capital Investment Advisors’s First Horizon FHN Stock Holding History

Mountain Capital Investment 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
2023 Q1	–	Sell	-100,349	Closed	-$2.46M	–	74
2022 Q4	$2.46M	Buy	100,349 +12,203	+14%	+$296K	1.12%	20
2022 Q3	$2.12M	Buy	88,146 +6,534	+8%	+$148K	1.11%	18
2022 Q2	$1.8M	Buy	81,612 +13,014	+19%	+$292K	0.9%	29
2022 Q1	$1.61M	Buy	68,598 +6,709	+11%	+$134K	0.76%	45
2021 Q4	$1.13M	Buy	61,889 +32,776	+113%	+$546K	0.51%	71
2021 Q3	$486K	Buy	29,113 +1,153	+4%	+$18.4K	0.26%	106
2021 Q2	$451K	Buy	+27,960	New	+$508K	0.21%	108

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mountain Capital Investment Advisors's FHN Position: Q1 2023 in Review

Mountain Capital Investment Advisors sold out of First Horizon (FHN) in Q1 2023, closing a stake of 100,349 shares — an estimated $2.46M sold.

Mountain Capital Investment Advisors first reported a position in FHN in Q2 2021 and held it in 7 quarters. The position peaked at $2.46M in Q4 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

Mountain Capital Investment Advisors reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
Mountain Capital Investment Advisors sold 100,349 First Horizon shares in Q1 2023, an estimated $2.46M.
Mountain Capital Investment Advisors first reported a position in First Horizon in Q2 2021 and held it in 7 quarters.
Mountain Capital Investment Advisors's First Horizon position peaked at $2.46M in Q4 2022.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.