Brandywine Oak Private Wealth’s First Horizon FHN Stock Holding History

Brandywine Oak Private Wealth’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	-16,102	Closed	-$378K	–	328
2022 Q1	$378K	Buy	16,102 +484	+3%	+$9.65K	0.04%	227
2021 Q4	$268K	Buy	15,618 +1,098	+8%	+$18.3K	0.03%	280
2021 Q3	$236K	Buy	14,520 +440	+3%	+$7.01K	0.03%	300
2021 Q2	$243K	Sell	14,080 -2,454	-15%	-$44.6K	0.03%	295
2021 Q1	$279K	Sell	16,534 -3,287	-17%	-$52K	0.04%	218
2020 Q4	$252K	Buy	+19,821	New	+$232K	0.04%	230

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brandywine Oak Private Wealth's FHN Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of First Horizon (FHN) in Q2 2022, closing a stake of 16,102 shares — an estimated $378K sold.

Brandywine Oak Private Wealth first reported a position in FHN in Q4 2020 and held it in 6 quarters. The position peaked at $378K in Q1 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining First Horizon position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 16,102 First Horizon shares in Q2 2022, an estimated $378K.
Brandywine Oak Private Wealth first reported a position in First Horizon in Q4 2020 and held it in 6 quarters.
Brandywine Oak Private Wealth's First Horizon position peaked at $378K in Q1 2022.
553 funds tracked by Wall St. Rank held First Horizon as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.