TCI Wealth Advisors’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-592
| Closed | -$10.5K | – | 919 |
|
|
2023
Q1 | $10.5K | Buy |
592
+41
| +7% | +$911 | ﹤0.01% | 1059 |
|
|
2022
Q4 | $13.5K | Sell |
551
-42
| -7% | -$1.02K | ﹤0.01% | 880 |
|
|
2022
Q3 | $14K | Hold |
593
| – | – | ﹤0.01% | 826 |
|
|
2022
Q2 | $13K | Hold |
593
| – | – | ﹤0.01% | 849 |
|
|
2022
Q1 | $14K | Hold |
593
| – | – | ﹤0.01% | 877 |
|
|
2021
Q4 | $10K | Sell |
593
-44
| -7% | -$734 | ﹤0.01% | 1157 |
|
|
2021
Q3 | $10K | Sell |
637
-574
| -47% | -$9.14K | ﹤0.01% | 1100 |
|
|
2021
Q2 | $21K | Hold |
1,211
| – | – | ﹤0.01% | 600 |
|
|
2021
Q1 | $20K | Buy |
1,211
+436
| +56% | +$6.9K | 0.01% | 570 |
|
|
2020
Q4 | $10K | Sell |
775
-41
| -5% | -$480 | ﹤0.01% | 648 |
|
|
2020
Q3 | $8K | Buy |
816
+606
| +289% | +$5.7K | ﹤0.01% | 629 |
|
|
2020
Q2 | $2K | Sell |
210
-217
| -51% | -$1.97K | ﹤0.01% | 1052 |
|
|
2020
Q1 | $3K | Buy |
427
+371
| +663% | +$5.14K | ﹤0.01% | 862 |
|
|
2019
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 1332 |
|
|
2019
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q2 | $1K | Buy |
56
+1
| +2% | +$14 | ﹤0.01% | 1189 |
|
|
2019
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 1209 |
|
|
2018
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 1202 |
|
|
2018
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 1213 |
|
|
2018
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 1133 |
|
|
2017
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 1182 |
|
|
2017
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 1104 |
|
|
2017
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 1127 |
|
|
2017
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 1083 |
|
|
2016
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 1158 |
|
|
2016
Q3 | $1K | Sell |
55
-25
| -31% | -$370 | ﹤0.01% | 1117 |
|
|
2016
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 1059 |
|
|
2016
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 1077 |
|
|
2015
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 934 |
|
|
2015
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 879 |
|
|
2015
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 879 |
|
|
2015
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 800 |
|
|
2014
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 799 |
|
|
2014
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 799 |
|
|
2014
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 819 |
|
|
2014
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 789 |
|
|
2013
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 773 |
|
|
2013
Q3 | $1K | Buy |
+80
| New | +$943 | ﹤0.01% | 692 |
|
Other funds holding FHN
TCI Wealth Advisors's FHN Position: Q2 2023 in Review
TCI Wealth Advisors sold out of First Horizon (FHN) in Q2 2023, closing a stake of 592 shares — an estimated $10.5K sold.
TCI Wealth Advisors first reported a position in FHN in Q3 2013 and held it in 39 quarters. The position peaked at $21K in Q2 2021. 558 funds tracked by Wall St. Rank hold FHN as of Q2 2023.
- TCI Wealth Advisors reported no remaining First Horizon position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 592 First Horizon shares in Q2 2023, an estimated $10.5K.
- TCI Wealth Advisors first reported a position in First Horizon in Q3 2013 and held it in 39 quarters.
- TCI Wealth Advisors's First Horizon position peaked at $21K in Q2 2021.
- 558 funds tracked by Wall St. Rank held First Horizon as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.