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Columbia Advisory Partners’s First Horizon FHN Stock Holding History

Columbia Advisory Partners’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
-9,900
Closed -$233K – 52
2022
Q1 		$233K Buy
+9,900
New +$197K 0.23% 41

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

Columbia Advisory Partners's FHN Position: Q2 2022 in Review

Columbia Advisory Partners sold out of First Horizon (FHN) in Q2 2022, closing a stake of 9,900 shares — an estimated $233K sold.

Columbia Advisory Partners first reported a position in FHN in Q1 2022 and held it in 1 quarter. The position peaked at $233K in Q1 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q2 2022.

  • Columbia Advisory Partners reported no remaining First Horizon position as of Q2 2022 after selling out during the quarter.
  • Columbia Advisory Partners sold 9,900 First Horizon shares in Q2 2022, an estimated $233K.
  • Columbia Advisory Partners first reported a position in First Horizon in Q1 2022 and held it in 1 quarter.
  • Columbia Advisory Partners's First Horizon position peaked at $233K in Q1 2022.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q2 2022.

Based on Columbia Advisory Partners's 13F filing for Q2 2022, filed 3 Aug 2022.