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Financial Gravity Asset Management’s First Horizon FHN Stock Holding History

Financial Gravity 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
Q3 		$16K Hold
2
– – 0.01% 830
2021
Q2 		$17K Buy
+2
New +$36 0.01% 833
2020
Q4 		$1K Buy
+49
New +$574 ﹤0.01% 400

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Financial Gravity Asset Management's FHN Position: Q3 2021 in Review

Financial Gravity Asset Management held its First Horizon (FHN) position steady in Q3 2021 at 2 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #830.

Financial Gravity Asset Management first reported a position in FHN in Q4 2020 and has held it in 3 quarters since. The position peaked at $17K in Q2 2021. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

  • Financial Gravity Asset Management held 2 shares of First Horizon worth $16K as of Q3 2021.
  • Financial Gravity Asset Management left its First Horizon share count unchanged in Q3 2021.
  • First Horizon made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #830 holding.
  • Financial Gravity Asset Management first reported a position in First Horizon in Q4 2020 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's First Horizon position peaked at $17K in Q2 2021.
  • 495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.