Selective Wealth Management’s First Horizon FHN Stock Holding History

Selective 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
2022 Q4	–	Sell	-25	Closed	-$1K	–	325
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	718
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	715
2022 Q1	$1K	Sell	25 -156	-86%	-$3.11K	﹤0.01%	679
2021 Q4	$3K	Hold	181	–	–	﹤0.01%	579
2021 Q3	$3K	Hold	181	–	–	﹤0.01%	519
2021 Q2	$3K	Hold	181	–	–	﹤0.01%	437
2021 Q1	$3K	Hold	181	–	–	﹤0.01%	342
2020 Q4	$2K	Hold	181	–	–	﹤0.01%	334
2020 Q3	$2K	Hold	181	–	–	﹤0.01%	282
2020 Q2	$2K	Buy	+181	New	+$1.65K	﹤0.01%	374

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

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

Selective Wealth Management's FHN Position: Q4 2022 in Review

Selective Wealth Management sold out of First Horizon (FHN) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in FHN in Q2 2020 and held it in 10 quarters. The position peaked at $3K in Q4 2021. 613 funds tracked by Wall St. Rank hold FHN as of Q4 2022.

Selective Wealth Management reported no remaining First Horizon position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 25 First Horizon shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in First Horizon in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's First Horizon position peaked at $3K in Q4 2021.
613 funds tracked by Wall St. Rank held First Horizon as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.