Values First Advisors’s First Horizon FHN Stock Holding History

Values First 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 Q2	–	Sell	-1	Closed	-$15	–	223
2023 Q1	$15	Buy	+1	New	+$22	﹤0.01%	374
2021 Q2	–	Sell	-10,189	Closed	-$172K	–	149
2021 Q1	$172K	Buy	+10,189	New	+$161K	0.13%	135

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Values First Advisors's FHN Position: Q2 2023 in Review

Values First Advisors sold out of First Horizon (FHN) in Q2 2023, closing a stake of 1 share — an estimated $15 sold.

Values First Advisors first reported a position in FHN in Q1 2021 and held it in 2 quarters. The position peaked at $172K in Q1 2021. 558 funds tracked by Wall St. Rank hold FHN as of Q2 2023.

Values First Advisors reported no remaining First Horizon position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 1 First Horizon share in Q2 2023, an estimated $15.
Values First Advisors first reported a position in First Horizon in Q1 2021 and held it in 2 quarters.
Values First Advisors's First Horizon position peaked at $172K in Q1 2021.
558 funds tracked by Wall St. Rank held First Horizon as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.