Sugarloaf Wealth Management’s First Horizon FHN Stock Holding History

Sugarloaf 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
2024 Q4	$1.07K	Sell	53 -174	-77%	-$3.27K	﹤0.01%	648
2024 Q3	$3.52K	Hold	227	–	–	﹤0.01%	593
2024 Q2	$3.58K	Buy	227 +25	+12%	+$379	﹤0.01%	552
2024 Q1	$3.11K	Hold	202	–	–	﹤0.01%	569
2023 Q4	$2.86K	Hold	202	–	–	﹤0.01%	581
2023 Q3	$2.23K	Hold	202	–	–	﹤0.01%	597
2023 Q2	$2.28K	Hold	202	–	–	﹤0.01%	606
2023 Q1	$3.59K	Hold	202	–	–	﹤0.01%	576
2022 Q4	$4.95K	Hold	202	–	–	﹤0.01%	582
2022 Q3	$5K	Hold	202	–	–	﹤0.01%	616
2022 Q2	$4K	Buy	202 +28	+16%	+$629	﹤0.01%	631
2022 Q1	$4K	Hold	174	–	–	﹤0.01%	589
2021 Q4	$3K	Hold	174	–	–	﹤0.01%	635
2021 Q3	$3K	Hold	174	–	–	﹤0.01%	652
2021 Q2	$3K	Hold	174	–	–	﹤0.01%	642
2021 Q1	$3	Hold	174	–	–	﹤0.01%	632
2020 Q4	$2K	Hold	174	–	–	﹤0.01%	634
2020 Q3	$2K	Buy	+174	New	+$1.64K	﹤0.01%	611

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

NRCM

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

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

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

Sugarloaf Wealth Management's FHN Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its First Horizon (FHN) stake by 77% in Q4 2024, selling an estimated $3.27K and leaving 53 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Sugarloaf Wealth Management first reported a position in FHN in Q3 2020 and has held it in 18 quarters since. The position peaked at $5K in Q3 2022. 563 funds tracked by Wall St. Rank hold FHN as of Q4 2024.

Sugarloaf Wealth Management held 53 shares of First Horizon worth $1.07K as of Q4 2024.
Sugarloaf Wealth Management sold 174 First Horizon shares in Q4 2024, an estimated $3.27K.
First Horizon made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #648 holding.
Sugarloaf Wealth Management first reported a position in First Horizon in Q3 2020 and has held it in 18 quarters since.
Sugarloaf Wealth Management's First Horizon position peaked at $5K in Q3 2022.
563 funds tracked by Wall St. Rank held First Horizon as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.