Williams Jones Wealth Management’s First Horizon FHN Stock Holding History

Williams Jones Wealth Management’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	-12,058	Closed	-$136K	–	559
2023 Q2	$136K	Hold	12,058	–	–	﹤0.01%	496
2023 Q1	$214K	Hold	12,058	–	–	﹤0.01%	504
2022 Q4	$295K	Sell	12,058 -1	-0%	-$24	﹤0.01%	445
2022 Q3	$276K	Hold	12,059	–	–	﹤0.01%	451
2022 Q2	$264K	Buy	+12,059	New	+$271K	﹤0.01%	481

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Williams Jones Wealth Management's FHN Position: Q3 2023 in Review

Williams Jones Wealth Management sold out of First Horizon (FHN) in Q3 2023, closing a stake of 12,058 shares — an estimated $136K sold.

Williams Jones Wealth Management first reported a position in FHN in Q2 2022 and held it in 5 quarters. The position peaked at $295K in Q4 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q3 2023.

Williams Jones Wealth Management reported no remaining First Horizon position as of Q3 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 12,058 First Horizon shares in Q3 2023, an estimated $136K.
Williams Jones Wealth Management first reported a position in First Horizon in Q2 2022 and held it in 5 quarters.
Williams Jones Wealth Management's First Horizon position peaked at $295K in Q4 2022.
553 funds tracked by Wall St. Rank held First Horizon as of Q3 2023.

Based on Williams Jones Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.