SOA Wealth Advisors’s First Horizon FHN Stock Holding History

SOA Wealth Advisors’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
2025 Q1	–	Sell	-100	Closed	-$2.01K	–	894
2024 Q4	$2.01K	Buy	+100	New	+$1.88K	﹤0.01%	685

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SOA Wealth Advisors's FHN Position: Q1 2025 in Review

SOA Wealth Advisors sold out of First Horizon (FHN) in Q1 2025, closing a stake of 100 shares — an estimated $2.01K sold.

SOA Wealth Advisors first reported a position in FHN in Q4 2024 and held it in 1 quarter. The position peaked at $2.01K in Q4 2024. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

SOA Wealth Advisors reported no remaining First Horizon position as of Q1 2025 after selling out during the quarter.
SOA Wealth Advisors sold 100 First Horizon shares in Q1 2025, an estimated $2.01K.
SOA Wealth Advisors first reported a position in First Horizon in Q4 2024 and held it in 1 quarter.
SOA Wealth Advisors's First Horizon position peaked at $2.01K in Q4 2024.
553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.