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Planned Solutions’s First Horizon FHN Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-500
Closed -$7.76K – 285
2024
Q3 		$7.76K Buy
+500
New +$7.94K ﹤0.01% 467
2024
Q1 		– Sell
-500
Closed -$7.08K – 242
2023
Q4 		$7.08K Buy
+500
New +$6.02K ﹤0.01% 452

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Planned Solutions's FHN Position: Q4 2024 in Review

Planned Solutions sold out of First Horizon (FHN) in Q4 2024, closing a stake of 500 shares — an estimated $7.76K sold.

Planned Solutions first reported a position in FHN in Q4 2023 and held it in 2 quarters. The position peaked at $7.76K in Q3 2024. 564 funds tracked by Wall St. Rank hold FHN as of Q4 2024.

  • Planned Solutions reported no remaining First Horizon position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 500 First Horizon shares in Q4 2024, an estimated $7.76K.
  • Planned Solutions first reported a position in First Horizon in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's First Horizon position peaked at $7.76K in Q3 2024.
  • 564 funds tracked by Wall St. Rank held First Horizon as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.