Simplicity Solutions’s First Horizon FHN Stock Holding History

Simplicity 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
2023 Q4	$345K	Sell	24,341 -3,797	-13%	-$45.7K	0.01%	793
2023 Q3	$310K	Sell	28,138 -2,780	-9%	-$34.4K	0.01%	756
2023 Q2	$348K	Buy	30,918 +9,360	+43%	+$125K	0.01%	778
2023 Q1	$383K	Buy	21,558 +10,394	+93%	+$231K	0.01%	770
2022 Q4	$274K	Buy	11,164 +1,897	+20%	+$46K	0.04%	510
2022 Q3	$212K	Buy	+9,267	New	+$211K	0.03%	582
2021 Q1	–	Sell	-109,475	Closed	-$1.4M	–	645
2020 Q4	$1.4M	Sell	109,475 -93,370	-46%	-$1.09M	0.02%	467
2020 Q3	$1.91M	Buy	+202,845	New	+$1.91M	0.04%	340
2019 Q2	–	Sell	-58,199	Closed	-$814K	–	720
2019 Q1	$814K	Sell	58,199 -337	-0.6%	-$4.98K	0.05%	283
2018 Q4	$771K	Buy	+58,536	New	+$911K	0.1%	226

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Simplicity Solutions's FHN Position: Q4 2023 in Review

Simplicity Solutions reduced its First Horizon (FHN) stake by 13% in Q4 2023, selling an estimated $45.7K and leaving 24,341 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #793.

Simplicity Solutions first reported a position in FHN in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.91M in Q3 2020. 545 funds tracked by Wall St. Rank hold FHN as of Q4 2023.

Simplicity Solutions held 24,341 shares of First Horizon worth $345K as of Q4 2023.
Simplicity Solutions sold 3,797 First Horizon shares in Q4 2023, an estimated $45.7K.
First Horizon made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #793 holding.
Simplicity Solutions first reported a position in First Horizon in Q4 2018 and has held it in 10 quarters since.
Simplicity Solutions's First Horizon position peaked at $1.91M in Q3 2020.
545 funds tracked by Wall St. Rank held First Horizon as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.