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Capital Investment Advisors’s First Horizon FHN Stock Holding History

Capital Investment 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 		– Sell
-28,397
Closed -$491K – 582
2021
Q2 		$491K Hold
28,397
– – 0.02% 366
2021
Q1 		$480K Hold
28,397
– – 0.02% 355
2020
Q4 		$362K Hold
28,397
– – 0.02% 383
2020
Q3 		$268K Buy
+28,397
New +$267K 0.01% 410

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Capital Investment Advisors sold out of First Horizon (FHN) in Q3 2021, closing a stake of 28,397 shares — an estimated $491K sold.

Capital Investment Advisors first reported a position in FHN in Q3 2020 and held it in 4 quarters. The position peaked at $491K in Q2 2021. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

  • Capital Investment Advisors reported no remaining First Horizon position as of Q3 2021 after selling out during the quarter.
  • Capital Investment Advisors sold 28,397 First Horizon shares in Q3 2021, an estimated $491K.
  • Capital Investment Advisors first reported a position in First Horizon in Q3 2020 and held it in 4 quarters.
  • Capital Investment Advisors's First Horizon position peaked at $491K in Q2 2021.
  • 495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

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