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Thrive Wealth Management’s First Horizon FHN Stock Holding History

Thrive 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
2022
Q4 		– Sell
-18,242
Closed -$418K – 165
2022
Q3 		$418K Buy
18,242
+4,324
+31% +$98.3K 0.15% 91
2022
Q2 		$304K Buy
13,918
+1,266
+10% +$28.5K 0.11% 117
2022
Q1 		$297K Sell
12,652
-780
-6% -$15.6K 0.09% 125
2021
Q4 		$219K Buy
+13,432
New +$224K 0.07% 134

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrive Wealth Management's FHN Position: Q4 2022 in Review

Thrive Wealth Management sold out of First Horizon (FHN) in Q4 2022, closing a stake of 18,242 shares — an estimated $418K sold.

Thrive Wealth Management first reported a position in FHN in Q4 2021 and held it in 4 quarters. The position peaked at $418K in Q3 2022. 613 funds tracked by Wall St. Rank hold FHN as of Q4 2022.

  • Thrive Wealth Management reported no remaining First Horizon position as of Q4 2022 after selling out during the quarter.
  • Thrive Wealth Management sold 18,242 First Horizon shares in Q4 2022, an estimated $418K.
  • Thrive Wealth Management first reported a position in First Horizon in Q4 2021 and held it in 4 quarters.
  • Thrive Wealth Management's First Horizon position peaked at $418K in Q3 2022.
  • 613 funds tracked by Wall St. Rank held First Horizon as of Q4 2022.

Based on Thrive Wealth Management's 13F filing for Q4 2022, filed 25 Jan 2023.