WR Wealth Planners’s First Horizon FHN Stock Holding History

WR Wealth Planners’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 Q4	$70.2K	Buy	3,488 +34	+1%	+$639	0.02%	280
2024 Q3	$53.6K	Buy	3,454 +32	+0.9%	+$508	0.01%	334
2024 Q2	$54K	Buy	3,422 +35	+1%	+$530	0.02%	320
2024 Q1	$52.2K	Buy	+3,387	New	+$48.6K	0.02%	325
2023 Q4	–	Sell	-3,305	Closed	-$36.4K	–	418
2023 Q3	$36.4K	Buy	3,305 +43	+1%	+$533	0.01%	357
2023 Q2	$36.8K	Buy	3,262 +14	+0.4%	+$188	0.01%	355
2023 Q1	$57.8K	Buy	3,248 +1,592	+96%	+$35.4K	0.03%	300
2022 Q4	$40.6K	Buy	1,656 +10	+0.6%	+$242	0.03%	180
2022 Q3	$37.7K	Buy	1,646 +12	+0.7%	+$273	0.03%	181
2022 Q2	$35.7K	Buy	1,634 +10	+0.6%	+$225	0.02%	195
2022 Q1	$38.1K	Buy	+1,624	New	+$32.4K	0.02%	185

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WR Wealth Planners's FHN Position: Q4 2024 in Review

WR Wealth Planners increased its First Horizon (FHN) stake by 0.98% in Q4 2024, buying an estimated $639 and bringing the position to 3,488 shares worth $70.2K. The position accounts for 0.02% of the portfolio, ranked #280.

WR Wealth Planners first reported a position in FHN in Q1 2022 and has held it in 11 quarters since. 563 funds tracked by Wall St. Rank hold FHN as of Q4 2024.

WR Wealth Planners held 3,488 shares of First Horizon worth $70.2K as of Q4 2024.
WR Wealth Planners bought 34 First Horizon shares in Q4 2024, an estimated $639.
First Horizon made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #280 holding.
WR Wealth Planners first reported a position in First Horizon in Q1 2022 and has held it in 11 quarters since.
563 funds tracked by Wall St. Rank held First Horizon as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.