Wealthfront Advisers
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Wealthfront Advisers’s First Horizon FHN Stock Holding History

Wealthfront Advisers’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
Q1 		– Sell
-9,371
Closed -$230K – 810
2022
Q4 		$230K Sell
9,371
-451
-5% -$10.9K ﹤0.01% 756
2022
Q3 		$225K Sell
9,822
-164
-2% -$3.73K ﹤0.01% 736
2022
Q2 		$218K Sell
9,986
-229
-2% -$5.15K ﹤0.01% 745
2022
Q1 		$239K Sell
10,215
-284
-3% -$5.66K ﹤0.01% 739
2021
Q4 		$171K Sell
10,499
-998
-9% -$16.6K ﹤0.01% 760
2021
Q3 		$187K Buy
11,497
+432
+4% +$6.88K ﹤0.01% 688
2021
Q2 		$191K Buy
11,065
+114
+1% +$2.07K ﹤0.01% 623
2021
Q1 		$185K Buy
10,951
+570
+5% +$9.02K ﹤0.01% 551
2020
Q4 		$133K Buy
+10,381
New +$122K ﹤0.01% 524

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront Advisers's FHN Position: Q1 2023 in Review

Wealthfront Advisers sold out of First Horizon (FHN) in Q1 2023, closing a stake of 9,371 shares — an estimated $230K sold.

Wealthfront Advisers first reported a position in FHN in Q4 2020 and held it in 9 quarters. The position peaked at $239K in Q1 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

  • Wealthfront Advisers reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 9,371 First Horizon shares in Q1 2023, an estimated $230K.
  • Wealthfront Advisers first reported a position in First Horizon in Q4 2020 and held it in 9 quarters.
  • Wealthfront Advisers's First Horizon position peaked at $239K in Q1 2022.
  • 583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Wealthfront Advisers's 13F filing for Q1 2023, filed 28 Apr 2023.