BCM
FHN icon

Brookstone Capital Management’s First Horizon FHN Stock Holding History

Brookstone Capital Management’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 		– Sell
-13,429
Closed -$221K – 750
2021
Q2 		$221K Buy
+13,429
New +$244K ﹤0.01% 659
2015
Q4 		– Sell
-8,220
Closed -$117K – 396
2015
Q3 		$117K Hold
8,220
– – 0.02% 245
2015
Q2 		$129K Buy
+8,220
New +$121K 0.02% 293

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Brookstone Capital Management's FHN Position: Q3 2021 in Review

Brookstone Capital Management sold out of First Horizon (FHN) in Q3 2021, closing a stake of 13,429 shares — an estimated $221K sold.

Brookstone Capital Management first reported a position in FHN in Q2 2015 and held it in 3 quarters. The position peaked at $221K in Q2 2021. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

  • Brookstone Capital Management reported no remaining First Horizon position as of Q3 2021 after selling out during the quarter.
  • Brookstone Capital Management sold 13,429 First Horizon shares in Q3 2021, an estimated $221K.
  • Brookstone Capital Management first reported a position in First Horizon in Q2 2015 and held it in 3 quarters.
  • Brookstone Capital Management's First Horizon position peaked at $221K in Q2 2021.
  • 495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Brookstone Capital Management's 13F filing for Q3 2021, filed 3 Nov 2021.