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CFS Investment Advisory Services’s First Horizon FHN Stock Holding History

CFS Investment Advisory Services’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
-22,527
Closed -$1K – 327
2022
Q1 		$1K Buy
+22,527
New +$449K ﹤0.01% 343

Other funds holding FHN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CFS Investment Advisory Services's FHN Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of First Horizon (FHN) in Q2 2022, closing a stake of 22,527 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in FHN in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining First Horizon position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 22,527 First Horizon shares in Q2 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in First Horizon in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's First Horizon position peaked at $1K in Q1 2022.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.