Congress Asset Management’s First Horizon FHN Stock Holding History

Congress Asset 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 Q1	–	Sell	-112,115	Closed	-$1.43M	–	359
2020 Q4	$1.43M	Sell	112,115 -3,540	-3%	-$41.5K	0.01%	259
2020 Q3	$1.09M	Hold	115,655	–	–	0.01%	257
2020 Q2	$1.15M	Buy	115,655 +2,430	+2%	+$22.1K	0.01%	253
2020 Q1	$913K	Hold	113,225	–	–	0.01%	254
2019 Q4	$1.88M	Sell	113,225 -55,300	-33%	-$898K	0.02%	256
2019 Q3	$2.73M	Buy	168,525 +78,425	+87%	+$1.24M	0.04%	240
2019 Q2	$1.34M	Buy	+90,100	New	+$1.3M	0.02%	283
2014 Q1	–	Sell	-32,645	Closed	-$380K	–	242
2013 Q4	$380K	Hold	32,645	–	–	0.01%	203
2013 Q3	$359K	Hold	32,645	–	–	0.01%	203
2013 Q2	$366K	Buy	+32,645	New	+$353K	0.01%	200

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Congress Asset Management's FHN Position: Q1 2021 in Review

Congress Asset Management sold out of First Horizon (FHN) in Q1 2021, closing a stake of 112,115 shares — an estimated $1.43M sold.

Congress Asset Management first reported a position in FHN in Q2 2013 and held it in 10 quarters. The position peaked at $2.73M in Q3 2019. 481 funds tracked by Wall St. Rank hold FHN as of Q1 2021.

Congress Asset Management reported no remaining First Horizon position as of Q1 2021 after selling out during the quarter.
Congress Asset Management sold 112,115 First Horizon shares in Q1 2021, an estimated $1.43M.
Congress Asset Management first reported a position in First Horizon in Q2 2013 and held it in 10 quarters.
Congress Asset Management's First Horizon position peaked at $2.73M in Q3 2019.
481 funds tracked by Wall St. Rank held First Horizon as of Q1 2021.

Based on Congress Asset Management's 13F filing for Q1 2021, filed 5 May 2021.