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Wagner Wealth Management (South Carolina)’s First Horizon FHN Stock Holding History

Wagner Wealth Management (South Carolina)’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
-197
Closed -$5K – 413
2022
Q3 		$5K Hold
197
– – ﹤0.01% 517
2022
Q2 		$4K Buy
+197
New +$4.43K ﹤0.01% 546
2022
Q1 		– Sell
-11,129
Closed -$182K – 372
2021
Q4 		$182K Hold
11,129
– – 0.14% 127
2021
Q3 		$189K Hold
11,129
– – 0.15% 121
2021
Q2 		$192K Hold
11,129
– – 0.14% 130
2021
Q1 		$188K Buy
11,129
+4
+0% +$63 0.15% 119
2020
Q4 		$142K Buy
+11,125
New +$130K 0.13% 104

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

Wagner Wealth Management (South Carolina)'s FHN Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of First Horizon (FHN) in Q4 2022, closing a stake of 197 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in FHN in Q4 2020 and held it in 7 quarters. The position peaked at $192K in Q2 2021. 613 funds tracked by Wall St. Rank hold FHN as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining First Horizon position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 197 First Horizon shares in Q4 2022, an estimated $5K.
  • Wagner Wealth Management (South Carolina) first reported a position in First Horizon in Q4 2020 and held it in 7 quarters.
  • Wagner Wealth Management (South Carolina)'s First Horizon position peaked at $192K in Q2 2021.
  • 613 funds tracked by Wall St. Rank held First Horizon as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.