Octavia Wealth Advisors’s First Horizon FHN Stock Holding History

Octavia Wealth 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	-8,402	Closed	-$207K	–	191
2022 Q4	$207K	Buy	+8,402	New	+$204K	0.05%	175
2022 Q2	–	Sell	-9,007	Closed	-$213K	–	170
2022 Q1	$213K	Buy	+9,007	New	+$180K	0.05%	175

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

Octavia Wealth Advisors's FHN Position: Q1 2023 in Review

Octavia Wealth Advisors sold out of First Horizon (FHN) in Q1 2023, closing a stake of 8,402 shares — an estimated $207K sold.

Octavia Wealth Advisors first reported a position in FHN in Q1 2022 and held it in 2 quarters. The position peaked at $213K in Q1 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

Octavia Wealth Advisors reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
Octavia Wealth Advisors sold 8,402 First Horizon shares in Q1 2023, an estimated $207K.
Octavia Wealth Advisors first reported a position in First Horizon in Q1 2022 and held it in 2 quarters.
Octavia Wealth Advisors's First Horizon position peaked at $213K in Q1 2022.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Octavia Wealth Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.