DA
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Duality Advisers’s First Horizon FHN Stock Holding History

Duality Advisers’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
-457,620
Closed -$7.46M – 559
2021
Q3 		$7.46M Buy
457,620
+322,237
+238% +$5.13M 0.57% 24
2021
Q2 		$2.34M Buy
+135,383
New +$2.46M 0.21% 173
2021
Q1 		– Sell
-96,535
Closed -$1.23M – 581
2020
Q4 		$1.23M Buy
+96,535
New +$1.13M 0.09% 306
2020
Q1 		– Sell
-57,108
Closed -$946K – 116
2019
Q4 		$946K Sell
57,108
-155,652
-73% -$2.53M 0.06% 279
2019
Q3 		$3.45M Buy
+212,760
New +$3.36M 0.19% 160

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return