Rehmann Capital Advisory Group’s First Horizon FHN Stock Holding History

Rehmann Capital Advisory Group’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	-21,645	Closed	-$530K	–	558
2022 Q4	$530K	Sell	21,645 -2,235	-9%	-$54.2K	0.05%	288
2022 Q3	$547K	Sell	23,880 -41	-0.2%	-$932	0.06%	274
2022 Q2	$523K	Sell	23,921 -5,968	-20%	-$134K	0.06%	275
2022 Q1	$702K	Sell	29,889 -50,324	-63%	-$1M	0.07%	256
2021 Q4	$1.31M	Sell	80,213 -7,097	-8%	-$118K	0.12%	146
2021 Q3	$1.44M	Buy	87,310 +26,871	+44%	+$428K	0.14%	129
2021 Q2	$1.05M	Buy	+60,439	New	+$1.1M	0.1%	172
2019 Q3	$953	Sell	58 -25	-30%	-$395	﹤0.01%	1564
2019 Q2	$1.25K	Sell	83 -101	-55%	-$1.46K	﹤0.01%	1882
2019 Q1	$2.58K	Buy	184 +25	+16%	+$369	﹤0.01%	1692
2018 Q4	$2.1K	Hold	159	–	–	﹤0.01%	1452
2018 Q3	$2.75K	Buy	159 +30	+23%	+$541	﹤0.01%	1722
2018 Q2	$2.3K	Hold	129	–	–	﹤0.01%	1757
2018 Q1	$2K	Buy	+129	New	+$2.54K	﹤0.01%	1721
2014 Q3	–	Sell	-23,948	Closed	-$284K	–	346
2014 Q2	$284K	Buy	+23,948	New	+$280K	0.07%	244

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rehmann Capital Advisory Group's FHN Position: Q1 2023 in Review

Rehmann Capital Advisory Group sold out of First Horizon (FHN) in Q1 2023, closing a stake of 21,645 shares — an estimated $530K sold.

Rehmann Capital Advisory Group first reported a position in FHN in Q2 2014 and held it in 15 quarters. The position peaked at $1.44M in Q3 2021. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

Rehmann Capital Advisory Group reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 21,645 First Horizon shares in Q1 2023, an estimated $530K.
Rehmann Capital Advisory Group first reported a position in First Horizon in Q2 2014 and held it in 15 quarters.
Rehmann Capital Advisory Group's First Horizon position peaked at $1.44M in Q3 2021.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.