Sageworth Trust Company of South Dakota’s First Horizon FHN Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	–	Sell	-378	Closed	-$6.72K	–	98
2023 Q1	$6.72K	Hold	378	–	–	0.02%	128
2022 Q4	$9K	Hold	378	–	–	0.02%	114
2022 Q3	$9K	Sell	378 -271	-42%	-$6.16K	0.02%	102
2022 Q2	$14K	Buy	649 +378	+139%	+$8.49K	0.03%	116
2022 Q1	$6K	Sell	271 -1,196	-82%	-$23.9K	0.01%	265
2021 Q4	$24K	Buy	+1,467	New	+$24.5K	0.04%	198

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sageworth Trust Company of South Dakota's FHN Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of First Horizon (FHN) in Q2 2023, closing a stake of 378 shares — an estimated $6.72K sold.

Sageworth Trust Company of South Dakota first reported a position in FHN in Q4 2021 and held it in 6 quarters. The position peaked at $24K in Q4 2021. 558 funds tracked by Wall St. Rank hold FHN as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining First Horizon position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 378 First Horizon shares in Q2 2023, an estimated $6.72K.
Sageworth Trust Company of South Dakota first reported a position in First Horizon in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's First Horizon position peaked at $24K in Q4 2021.
558 funds tracked by Wall St. Rank held First Horizon as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.