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West Branch Capital’s First Horizon FHN Stock Holding History

West Branch Capital’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
Q3 		– Sell
-286
Closed -$3.22K – 444
2023
Q2 		$3.22K Hold
286
– – ﹤0.01% 378
2023
Q1 		$5.09K Buy
+286
New +$6.36K ﹤0.01% 352
2022
Q3 		– Sell
-138
Closed -$3K – 454
2022
Q2 		$3K Buy
+138
New +$3.1K ﹤0.01% 369

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

West Branch Capital's FHN Position: Q3 2023 in Review

West Branch Capital sold out of First Horizon (FHN) in Q3 2023, closing a stake of 286 shares — an estimated $3.22K sold.

West Branch Capital first reported a position in FHN in Q2 2022 and held it in 3 quarters. The position peaked at $5.09K in Q1 2023. 553 funds tracked by Wall St. Rank hold FHN as of Q3 2023.

  • West Branch Capital reported no remaining First Horizon position as of Q3 2023 after selling out during the quarter.
  • West Branch Capital sold 286 First Horizon shares in Q3 2023, an estimated $3.22K.
  • West Branch Capital first reported a position in First Horizon in Q2 2022 and held it in 3 quarters.
  • West Branch Capital's First Horizon position peaked at $5.09K in Q1 2023.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q3 2023.

Based on West Branch Capital's 13F filing for Q3 2023, filed 20 Oct 2023.