Berman Capital Advisors’s First Horizon FHN Stock Holding History

Berman Capital 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
2021 Q3	$97K	Sell	5,987 -100	-2%	-$1.59K	0.02%	447
2021 Q2	$105K	Sell	6,087 -20	-0.3%	-$363	0.02%	371
2021 Q1	$103K	Sell	6,107 -273	-4%	-$4.32K	0.02%	301
2020 Q4	$81K	Sell	6,380 -16	-0.3%	-$187	0.02%	289
2020 Q3	$60K	Buy	6,396 +3,369	+111%	+$31.7K	0.02%	301
2020 Q2	$30K	Buy	3,027 +2,137	+240%	+$19.4K	0.01%	442
2020 Q1	$7K	Buy	890 +418	+89%	+$5.8K	﹤0.01%	766
2019 Q4	$7K	Buy	472 +2	+0.4%	+$32	﹤0.01%	873
2019 Q3	$7K	Buy	470 +290	+161%	+$4.58K	﹤0.01%	832
2019 Q2	$2K	Buy	180 +1	+0.6%	+$14	﹤0.01%	1184
2019 Q1	$2K	Sell	179 -42	-19%	-$621	﹤0.01%	1080
2018 Q4	$2K	Buy	+221	New	+$3.44K	﹤0.01%	860

Other funds holding FHN

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Berman Capital Advisors's FHN Position: Q3 2021 in Review

Berman Capital Advisors reduced its First Horizon (FHN) stake by 1.6% in Q3 2021, selling an estimated $1.59K and leaving 5,987 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #447.

Berman Capital Advisors first reported a position in FHN in Q4 2018 and has held it in 12 quarters since. The position peaked at $105K in Q2 2021. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

Berman Capital Advisors held 5,987 shares of First Horizon worth $97K as of Q3 2021.
Berman Capital Advisors sold 100 First Horizon shares in Q3 2021, an estimated $1.59K.
First Horizon made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #447 holding.
Berman Capital Advisors first reported a position in First Horizon in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's First Horizon position peaked at $105K in Q2 2021.
495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.