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CSat Investment Advisory’s First Horizon FHN Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-1,034
Closed -$10K – 677
2020
Q3 		$10K Buy
1,034
+155
+18% +$1.46K ﹤0.01% 1039
2020
Q2 		$9K Sell
879
-504
-36% -$4.58K ﹤0.01% 1057
2020
Q1 		$11K Buy
1,383
+199
+17% +$2.76K ﹤0.01% 884
2019
Q4 		$20K Buy
1,184
+148
+14% +$2.4K 0.01% 786
2019
Q3 		$17K Buy
1,036
+203
+24% +$3.21K 0.01% 750
2019
Q2 		$12K Buy
+833
New +$12K ﹤0.01% 810

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

CSat Investment Advisory's FHN Position: Q4 2020 in Review

CSat Investment Advisory sold out of First Horizon (FHN) in Q4 2020, closing a stake of 1,034 shares — an estimated $10K sold.

CSat Investment Advisory first reported a position in FHN in Q2 2019 and held it in 6 quarters. The position peaked at $20K in Q4 2019. 465 funds tracked by Wall St. Rank hold FHN as of Q4 2020.

  • CSat Investment Advisory reported no remaining First Horizon position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,034 First Horizon shares in Q4 2020, an estimated $10K.
  • CSat Investment Advisory first reported a position in First Horizon in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's First Horizon position peaked at $20K in Q4 2019.
  • 465 funds tracked by Wall St. Rank held First Horizon as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.