Sigma Planning Corp’s First Horizon FHN Stock Holding History

Sigma Planning Corp’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	-8,722	Closed	-$214K	–	1318
2022 Q4	$214K	Buy	+8,722	New	+$211K	0.01%	1110
2022 Q2	–	Sell	-8,576	Closed	-$201K	–	1342
2022 Q1	$201K	Buy	+8,576	New	+$171K	0.01%	1260
2021 Q3	–	Sell	-11,288	Closed	-$195K	–	1416
2021 Q2	$195K	Buy	+11,288	New	+$205K	0.01%	1307
2020 Q3	–	Sell	-10,326	Closed	-$103K	–	1095
2020 Q2	$103K	Buy	10,326 +91	+0.9%	+$827	﹤0.01%	1000
2020 Q1	$82K	Buy	+10,235	New	+$142K	﹤0.01%	859

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

Sigma Planning Corp's FHN Position: Q1 2023 in Review

Sigma Planning Corp sold out of First Horizon (FHN) in Q1 2023, closing a stake of 8,722 shares — an estimated $214K sold.

Sigma Planning Corp first reported a position in FHN in Q1 2020 and held it in 5 quarters. The position peaked at $214K in Q4 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

Sigma Planning Corp reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
Sigma Planning Corp sold 8,722 First Horizon shares in Q1 2023, an estimated $214K.
Sigma Planning Corp first reported a position in First Horizon in Q1 2020 and held it in 5 quarters.
Sigma Planning Corp's First Horizon position peaked at $214K in Q4 2022.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.