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TFO Wealth Partners’s First Horizon FHN Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-19
Closed -$269 – 855
2023
Q4 		$269 Sell
19
-44
-70% -$530 ﹤0.01% 548
2023
Q3 		$710 Buy
+63
New +$780 ﹤0.01% 363
2023
Q1 		– Sell
-5
Closed -$121 – 866
2022
Q4 		$121 Buy
+5
New +$121 ﹤0.01% 731

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's FHN Position: Q1 2024 in Review

TFO Wealth Partners sold out of First Horizon (FHN) in Q1 2024, closing a stake of 19 shares — an estimated $269 sold.

TFO Wealth Partners first reported a position in FHN in Q4 2022 and held it in 3 quarters. The position peaked at $710 in Q3 2023. 540 funds tracked by Wall St. Rank hold FHN as of Q1 2024.

  • TFO Wealth Partners reported no remaining First Horizon position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 19 First Horizon shares in Q1 2024, an estimated $269.
  • TFO Wealth Partners first reported a position in First Horizon in Q4 2022 and held it in 3 quarters.
  • TFO Wealth Partners's First Horizon position peaked at $710 in Q3 2023.
  • 540 funds tracked by Wall St. Rank held First Horizon as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.