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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return