Consolidated Planning Corp’s First Horizon FHN Stock Holding History

Consolidated Planning Corp’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 Q4	–	Sell	-20	Closed	–	–	200
2021 Q3	$0	Buy	+20	New	+$319	﹤0.01%	462

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Consolidated Planning Corp's FHN Position: Q4 2021 in Review

Consolidated Planning Corp sold out of First Horizon (FHN) in Q4 2021, closing a stake of 20 shares.

Consolidated Planning Corp first reported a position in FHN in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 529 funds tracked by Wall St. Rank hold FHN as of Q4 2021.

Consolidated Planning Corp reported no remaining First Horizon position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 20 First Horizon shares in Q4 2021.
Consolidated Planning Corp first reported a position in First Horizon in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's First Horizon position peaked at $0 in Q3 2021.
529 funds tracked by Wall St. Rank held First Horizon as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.