Pinion Investment Advisors’s First Horizon FHN Stock Holding History

Pinion Investment 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 Q4	–	Sell	-11,063	Closed	-$122K	–	159
2023 Q3	$122K	Sell	11,063 -955	-8%	-$11.8K	0.08%	155
2023 Q2	$135K	Sell	12,018 -796	-6%	-$10.7K	0.09%	159
2023 Q1	$228K	Sell	12,814 -4,090	-24%	-$90.9K	0.21%	110
2022 Q4	$414K	Sell	16,904 -5,744	-25%	-$139K	0.39%	70
2022 Q3	$519K	Hold	22,648	–	–	0.45%	68
2022 Q2	$495K	Hold	22,648	–	–	0.41%	78
2022 Q1	$532K	Sell	22,648 -173	-0.8%	-$3.45K	0.37%	84
2021 Q4	$373K	Sell	22,821 -244	-1%	-$4.07K	0.25%	118
2021 Q3	$376K	Buy	+23,065	New	+$367K	0.3%	104

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

Pinion Investment Advisors's FHN Position: Q4 2023 in Review

Pinion Investment Advisors sold out of First Horizon (FHN) in Q4 2023, closing a stake of 11,063 shares — an estimated $122K sold.

Pinion Investment Advisors first reported a position in FHN in Q3 2021 and held it in 9 quarters. The position peaked at $532K in Q1 2022. 545 funds tracked by Wall St. Rank hold FHN as of Q4 2023.

Pinion Investment Advisors reported no remaining First Horizon position as of Q4 2023 after selling out during the quarter.
Pinion Investment Advisors sold 11,063 First Horizon shares in Q4 2023, an estimated $122K.
Pinion Investment Advisors first reported a position in First Horizon in Q3 2021 and held it in 9 quarters.
Pinion Investment Advisors's First Horizon position peaked at $532K in Q1 2022.
545 funds tracked by Wall St. Rank held First Horizon as of Q4 2023.

Based on Pinion Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.