Peterson Wealth Services’s First Horizon FHN Stock Holding History

Peterson Wealth Services’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
2025 Q1	–	Sell	-278	Closed	-$5.59K	–	211
2024 Q4	$5.59K	Buy	278 +89	+47%	+$1.67K	﹤0.01%	194
2024 Q3	$2.94K	Buy	+189	New	+$3K	﹤0.01%	203
2023 Q4	–	Sell	-64,340	Closed	-$709K	–	106
2023 Q3	$709K	Buy	64,340 +7,091	+12%	+$87.8K	0.53%	45
2023 Q2	$645K	Buy	57,249 +8,330	+17%	+$112K	0.31%	64
2023 Q1	$870K	Buy	48,919 +10,125	+26%	+$225K	0.45%	65
2022 Q4	$950K	Buy	38,794 +3,997	+11%	+$96.9K	0.54%	47
2022 Q3	$797K	Buy	34,797 +7,661	+28%	+$174K	0.57%	45
2022 Q2	$593K	Buy	27,136 +4,287	+19%	+$96.3K	0.43%	47
2022 Q1	$537K	Buy	22,849 +702	+3%	+$14K	0.33%	50
2021 Q4	$362K	Buy	+22,147	New	+$369K	0.24%	61

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peterson Wealth Services's FHN Position: Q1 2025 in Review

Peterson Wealth Services sold out of First Horizon (FHN) in Q1 2025, closing a stake of 278 shares — an estimated $5.59K sold.

Peterson Wealth Services first reported a position in FHN in Q4 2021 and held it in 10 quarters. The position peaked at $950K in Q4 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

Peterson Wealth Services reported no remaining First Horizon position as of Q1 2025 after selling out during the quarter.
Peterson Wealth Services sold 278 First Horizon shares in Q1 2025, an estimated $5.59K.
Peterson Wealth Services first reported a position in First Horizon in Q4 2021 and held it in 10 quarters.
Peterson Wealth Services's First Horizon position peaked at $950K in Q4 2022.
553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on Peterson Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.