Pekin Hardy Strauss’s First Horizon FHN Stock Holding History

Pekin Hardy Strauss’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	-20,940	Closed	-$231K	–	311
2023 Q3	$231K	Sell	20,940 -28,925	-58%	-$358K	0.04%	267
2023 Q2	$562K	Buy	49,865 +31,235	+168%	+$418K	0.06%	189
2023 Q1	$331K	Sell	18,630 -5,375	-22%	-$119K	0.04%	230
2022 Q4	$588K	Sell	24,005 -383,469	-94%	-$9.29M	0.08%	183
2022 Q3	$9.33M	Buy	407,474 +32,750	+9%	+$744K	1.49%	13
2022 Q2	$8.19M	Buy	+374,724	New	+$8.42M	1.16%	21

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Pekin Hardy Strauss's FHN Position: Q4 2023 in Review

Pekin Hardy Strauss sold out of First Horizon (FHN) in Q4 2023, closing a stake of 20,940 shares — an estimated $231K sold.

Pekin Hardy Strauss first reported a position in FHN in Q2 2022 and held it in 6 quarters. The position peaked at $9.33M in Q3 2022. 545 funds tracked by Wall St. Rank hold FHN as of Q4 2023.

Pekin Hardy Strauss reported no remaining First Horizon position as of Q4 2023 after selling out during the quarter.
Pekin Hardy Strauss sold 20,940 First Horizon shares in Q4 2023, an estimated $231K.
Pekin Hardy Strauss first reported a position in First Horizon in Q2 2022 and held it in 6 quarters.
Pekin Hardy Strauss's First Horizon position peaked at $9.33M in Q3 2022.
545 funds tracked by Wall St. Rank held First Horizon as of Q4 2023.

Based on Pekin Hardy Strauss's 13F filing for Q4 2023, filed 5 Feb 2024.