Sutton Wealth Advisors’s First Horizon FHN Stock Holding History

Sutton 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
2023 Q1	–	Sell	-57	Closed	-$1.4K	–	1071
2022 Q4	$1.4K	Hold	57	–	–	﹤0.01%	1257
2022 Q3	$1.3K	Hold	57	–	–	﹤0.01%	1239
2022 Q2	$1.25K	Hold	57	–	–	﹤0.01%	1239
2022 Q1	$1.34K	Hold	57	–	–	﹤0.01%	1267
2021 Q4	$931	Buy	+57	New	+$950	﹤0.01%	1345

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

Sutton Wealth Advisors's FHN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of First Horizon (FHN) in Q1 2023, closing a stake of 57 shares — an estimated $1.4K sold.

Sutton Wealth Advisors first reported a position in FHN in Q4 2021 and held it in 5 quarters. The position peaked at $1.4K in Q4 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

Sutton Wealth Advisors reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 57 First Horizon shares in Q1 2023, an estimated $1.4K.
Sutton Wealth Advisors first reported a position in First Horizon in Q4 2021 and held it in 5 quarters.
Sutton Wealth Advisors's First Horizon position peaked at $1.4K in Q4 2022.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.