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Wetzel Investment Advisors’s First Horizon FHN Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-3,241
Closed -$49.9K – 389
2024
Q2 		$49.9K Hold
3,241
– – 0.03% 240
2024
Q1 		$46.3K Sell
3,241
-2,000
-38% -$28.7K 0.03% 260
2023
Q4 		$74K Buy
+5,241
New +$63.1K 0.05% 203

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wetzel Investment Advisors's FHN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of First Horizon (FHN) in Q3 2024, closing a stake of 3,241 shares — an estimated $49.9K sold.

Wetzel Investment Advisors first reported a position in FHN in Q4 2023 and held it in 3 quarters. The position peaked at $74K in Q4 2023. 558 funds tracked by Wall St. Rank hold FHN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining First Horizon position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 3,241 First Horizon shares in Q3 2024, an estimated $49.9K.
  • Wetzel Investment Advisors first reported a position in First Horizon in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's First Horizon position peaked at $74K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held First Horizon as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.