CAL
FHN icon

Capital Analysts LLC’s First Horizon FHN Stock Holding History

Capital Analysts LLC’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
Q3 		– Sell
-2,355
Closed -$51K – 1104
2022
Q2 		$51K Hold
2,355
– – ﹤0.01% 552
2022
Q1 		$55K Hold
2,355
– – ﹤0.01% 534
2021
Q4 		$38K Hold
2,355
– – ﹤0.01% 607
2021
Q3 		$38K Hold
2,355
– – ﹤0.01% 616
2021
Q2 		$41K Hold
2,355
– – ﹤0.01% 582
2021
Q1 		$40K Hold
2,355
– – ﹤0.01% 612
2020
Q4 		$30K Hold
2,355
– – ﹤0.01% 469
2020
Q3 		$22K Buy
+2,355
New +$22.1K ﹤0.01% 492

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capital Analysts LLC's FHN Position: Q3 2022 in Review

Capital Analysts LLC sold out of First Horizon (FHN) in Q3 2022, closing a stake of 2,355 shares — an estimated $51K sold.

Capital Analysts LLC first reported a position in FHN in Q3 2020 and held it in 8 quarters. The position peaked at $55K in Q1 2022. 567 funds tracked by Wall St. Rank hold FHN as of Q3 2022.

  • Capital Analysts LLC reported no remaining First Horizon position as of Q3 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 2,355 First Horizon shares in Q3 2022, an estimated $51K.
  • Capital Analysts LLC first reported a position in First Horizon in Q3 2020 and held it in 8 quarters.
  • Capital Analysts LLC's First Horizon position peaked at $55K in Q1 2022.
  • 567 funds tracked by Wall St. Rank held First Horizon as of Q3 2022.

Based on Capital Analysts LLC's 13F filing for Q3 2022, filed 14 Nov 2022.