APSI
FHN icon

Asset Planning Services Inc’s First Horizon FHN Stock Holding History

Asset Planning Services Inc’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
Q2 		– Sell
-80,187
Closed -$1.88M – 38
2022
Q1 		$1.88M Buy
+80,187
New +$1.6M 1.08% 28
2021
Q2 		– Sell
-80,187
Closed -$1.36M – 40
2021
Q1 		$1.36M Buy
+80,187
New +$1.27M 0.82% 30

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Asset Planning Services Inc's FHN Position: Q2 2022 in Review

Asset Planning Services Inc sold out of First Horizon (FHN) in Q2 2022, closing a stake of 80,187 shares — an estimated $1.88M sold.

Asset Planning Services Inc first reported a position in FHN in Q1 2021 and held it in 2 quarters. The position peaked at $1.88M in Q1 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q2 2022.

  • Asset Planning Services Inc reported no remaining First Horizon position as of Q2 2022 after selling out during the quarter.
  • Asset Planning Services Inc sold 80,187 First Horizon shares in Q2 2022, an estimated $1.88M.
  • Asset Planning Services Inc first reported a position in First Horizon in Q1 2021 and held it in 2 quarters.
  • Asset Planning Services Inc's First Horizon position peaked at $1.88M in Q1 2022.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q2 2022.

Based on Asset Planning Services Inc's 13F filing for Q2 2022, filed 22 Jul 2022.