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VisionPoint Advisory Group’s First Horizon FHN Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-302
Closed -$4.76K – 425
2024
Q2 		$4.76K Buy
302
+21
+7% +$318 ﹤0.01% 562
2024
Q1 		$4.33K Buy
+281
New +$4.03K ﹤0.01% 565

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VisionPoint Advisory Group's FHN Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of First Horizon (FHN) in Q3 2024, closing a stake of 302 shares — an estimated $4.76K sold.

VisionPoint Advisory Group first reported a position in FHN in Q1 2024 and held it in 2 quarters. The position peaked at $4.76K in Q2 2024. 558 funds tracked by Wall St. Rank hold FHN as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining First Horizon position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 302 First Horizon shares in Q3 2024, an estimated $4.76K.
  • VisionPoint Advisory Group first reported a position in First Horizon in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's First Horizon position peaked at $4.76K in Q2 2024.
  • 558 funds tracked by Wall St. Rank held First Horizon as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.