W Advisors LLC’s First Horizon FHN Stock Holding History

W Advisors LLC’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	-8,848	Closed	-$202K	–	106
2022 Q3	$202K	Buy	+8,848	New	+$201K	0.19%	94
2022 Q2	–	Sell	-8,848	Closed	-$208K	–	109
2022 Q1	$208K	Buy	+8,848	New	+$176K	0.16%	105

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

W Advisors LLC's FHN Position: Q4 2022 in Review

W Advisors LLC sold out of First Horizon (FHN) in Q4 2022, closing a stake of 8,848 shares — an estimated $202K sold.

W Advisors LLC first reported a position in FHN in Q1 2022 and held it in 2 quarters. The position peaked at $208K in Q1 2022. 613 funds tracked by Wall St. Rank hold FHN as of Q4 2022.

W Advisors LLC reported no remaining First Horizon position as of Q4 2022 after selling out during the quarter.
W Advisors LLC sold 8,848 First Horizon shares in Q4 2022, an estimated $202K.
W Advisors LLC first reported a position in First Horizon in Q1 2022 and held it in 2 quarters.
W Advisors LLC's First Horizon position peaked at $208K in Q1 2022.
613 funds tracked by Wall St. Rank held First Horizon as of Q4 2022.

Based on W Advisors LLC's 13F filing for Q4 2022, filed 7 Feb 2023.