WI
FHN icon

WBI Investments’s First Horizon FHN Stock Holding History

WBI Investments’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
Q2 		– Sell
-69,274
Closed -$1.07M – 189
2024
Q1 		$1.07M Sell
69,274
-6,903
-9% -$99.1K 0.22% 104
2023
Q4 		$1.08M Buy
+76,177
New +$917K 0.22% 108
2022
Q1 		– Sell
-56,721
Closed -$926K – 199
2021
Q4 		$926K Buy
56,721
+17,583
+45% +$293K 0.15% 104
2021
Q3 		$637K Sell
39,138
-23,419
-37% -$373K 0.11% 122
2021
Q2 		$1.08M Buy
62,557
+26,328
+73% +$478K 0.17% 99
2021
Q1 		$613K Sell
36,229
-2,475
-6% -$39.2K 0.1% 132
2020
Q4 		$494K Sell
38,704
-4,072
-10% -$47.7K 0.07% 122
2020
Q3 		$403K Buy
+42,776
New +$402K 0.06% 88
2020
Q1 		– Sell
-82,433
Closed -$1.36M – 136
2019
Q4 		$1.36M Buy
82,433
+57,538
+231% +$934K 0.15% 108
2019
Q3 		$403K Sell
24,895
-37,565
-60% -$593K 0.04% 167
2019
Q2 		$933K Buy
+62,460
New +$903K 0.08% 155

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return