Sittner & Nelson’s First Horizon FHN Stock Holding History

Sittner & Nelson’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	-4,051	Closed	-$72K	–	500
2023 Q1	$72K	Buy	4,051 +25	+0.6%	+$556	0.04%	187
2022 Q4	$98.6K	Buy	4,026 +26	+0.7%	+$630	0.06%	165
2022 Q3	$92K	Hold	4,000	–	–	0.06%	161
2022 Q2	$87K	Hold	4,000	–	–	0.06%	163
2022 Q1	$94K	Hold	4,000	–	–	0.05%	154
2021 Q4	$65K	Hold	4,000	–	–	0.04%	182
2021 Q3	$65K	Hold	4,000	–	–	0.04%	162
2021 Q2	$69K	Hold	4,000	–	–	0.05%	154
2021 Q1	$68K	Hold	4,000	–	–	0.05%	151
2020 Q4	$51K	Buy	+4,000	New	+$46.9K	0.05%	160

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

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

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

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

Sittner & Nelson's FHN Position: Q2 2023 in Review

Sittner & Nelson sold out of First Horizon (FHN) in Q2 2023, closing a stake of 4,051 shares — an estimated $72K sold.

Sittner & Nelson first reported a position in FHN in Q4 2020 and held it in 10 quarters. The position peaked at $98.6K in Q4 2022. 558 funds tracked by Wall St. Rank hold FHN as of Q2 2023.

Sittner & Nelson reported no remaining First Horizon position as of Q2 2023 after selling out during the quarter.
Sittner & Nelson sold 4,051 First Horizon shares in Q2 2023, an estimated $72K.
Sittner & Nelson first reported a position in First Horizon in Q4 2020 and held it in 10 quarters.
Sittner & Nelson's First Horizon position peaked at $98.6K in Q4 2022.
558 funds tracked by Wall St. Rank held First Horizon as of Q2 2023.

Based on Sittner & Nelson's 13F filing for Q2 2023, filed 14 Aug 2023.