My Legacy Advisors’s First Horizon FHN Stock Holding History

My Legacy 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 Q3	–	Sell	-39,093	Closed	-$497K	–	214
2023 Q2	$497K	Sell	39,093 -1,161	-3%	-$15.6K	0.2%	147
2023 Q1	$717K	Buy	40,254 +496	+1%	+$11K	0.31%	118
2022 Q4	$982K	Buy	39,758 +10,143	+34%	+$246K	0.42%	82
2022 Q3	$704K	Buy	29,615 +5,250	+22%	+$119K	0.36%	100
2022 Q2	$532K	Hold	24,365	–	–	0.27%	136
2022 Q1	$572K	Buy	+24,365	New	+$486K	0.27%	123

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

My Legacy Advisors's FHN Position: Q3 2023 in Review

My Legacy Advisors sold out of First Horizon (FHN) in Q3 2023, closing a stake of 39,093 shares — an estimated $497K sold.

My Legacy Advisors first reported a position in FHN in Q1 2022 and held it in 6 quarters. The position peaked at $982K in Q4 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q3 2023.

My Legacy Advisors reported no remaining First Horizon position as of Q3 2023 after selling out during the quarter.
My Legacy Advisors sold 39,093 First Horizon shares in Q3 2023, an estimated $497K.
My Legacy Advisors first reported a position in First Horizon in Q1 2022 and held it in 6 quarters.
My Legacy Advisors's First Horizon position peaked at $982K in Q4 2022.
553 funds tracked by Wall St. Rank held First Horizon as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.