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PFG Private Wealth Management’s First Horizon FHN Stock Holding History

PFG Private Wealth Management’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
-205
Closed -$5K – 319
2022
Q4 		$5K Hold
205
– – ﹤0.01% 218
2022
Q3 		$5K Hold
205
– – ﹤0.01% 212
2022
Q2 		$4K Hold
205
– – ﹤0.01% 234
2022
Q1 		$5K Hold
205
– – ﹤0.01% 220
2021
Q4 		$3K Hold
205
– – ﹤0.01% 262
2021
Q3 		$3K Buy
+205
New +$3.27K ﹤0.01% 243

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFG Private Wealth Management's FHN Position: Q1 2023 in Review

PFG Private Wealth Management sold out of First Horizon (FHN) in Q1 2023, closing a stake of 205 shares — an estimated $5K sold.

PFG Private Wealth Management first reported a position in FHN in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

  • PFG Private Wealth Management reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 205 First Horizon shares in Q1 2023, an estimated $5K.
  • PFG Private Wealth Management first reported a position in First Horizon in Q3 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's First Horizon position peaked at $5K in Q4 2022.
  • 583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.