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Wipfli Financial Advisors’s First Horizon FHN Stock Holding History

Wipfli Financial 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
2022
Q3 		$4.32M Buy
+187,326
New +$4.26M 0.3% 38

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wipfli Financial Advisors's FHN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Horizon (FHN) in Q3 2022: 187,326 shares worth $4.32M. The stake represents 0.3% of the portfolio and ranks #38 among its holdings.

566 funds tracked by Wall St. Rank hold FHN as of Q3 2022.

  • Wipfli Financial Advisors held 187,326 shares of First Horizon worth $4.32M as of Q3 2022.
  • First Horizon was a new Wipfli Financial Advisors position in Q3 2022.
  • First Horizon made up 0.3% of Wipfli Financial Advisors's portfolio in Q3 2022, its #38 holding.
  • 566 funds tracked by Wall St. Rank held First Horizon as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.