TFA
FHN icon

Toth Financial Advisory’s First Horizon FHN Stock Holding History

Toth Financial Advisory’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
-560
Closed -$13K – 750
2022
Q3 		$13K Buy
+560
New +$12.7K ﹤0.01% 421
2018
Q4 		– Sell
-1,850
Closed -$32K – 422
2018
Q3 		$32K Hold
1,850
– – 0.01% 226
2018
Q2 		$33K Hold
1,850
– – 0.01% 228
2018
Q1 		$35K Buy
+1,850
New +$36.5K 0.01% 227

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

Toth Financial Advisory's FHN Position: Q4 2022 in Review

Toth Financial Advisory sold out of First Horizon (FHN) in Q4 2022, closing a stake of 560 shares — an estimated $13K sold.

Toth Financial Advisory first reported a position in FHN in Q1 2018 and held it in 4 quarters. The position peaked at $35K in Q1 2018. 613 funds tracked by Wall St. Rank hold FHN as of Q4 2022.

  • Toth Financial Advisory reported no remaining First Horizon position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 560 First Horizon shares in Q4 2022, an estimated $13K.
  • Toth Financial Advisory first reported a position in First Horizon in Q1 2018 and held it in 4 quarters.
  • Toth Financial Advisory's First Horizon position peaked at $35K in Q1 2018.
  • 613 funds tracked by Wall St. Rank held First Horizon as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.