First Allied Advisory Services’s First Horizon FHN Stock Holding History

First Allied Advisory Services’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 Q3	$403K	Buy	42,714 +9,839	+30%	+$92.5K	0.01%	782
2020 Q2	$327K	Buy	32,875 +5,015	+18%	+$45.6K	0.01%	802
2020 Q1	$225K	Buy	27,860 +13,325	+92%	+$185K	0.01%	885
2019 Q4	$242K	Buy	14,535 +4,351	+43%	+$70.6K	0.01%	1032
2019 Q3	$165K	Sell	10,184 -40	-0.4%	-$632	0.01%	1145
2019 Q2	$153K	Sell	10,224 -57	-0.6%	-$824	0.01%	1133
2019 Q1	$144K	Buy	+10,281	New	+$152K	﹤0.01%	1087

Other funds holding FHN

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

First Allied Advisory Services's FHN Position: Q3 2020 in Review

First Allied Advisory Services increased its First Horizon (FHN) stake by 30% in Q3 2020, buying an estimated $92.5K and bringing the position to 42,714 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #782.

First Allied Advisory Services first reported a position in FHN in Q1 2019 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold FHN as of Q3 2020.

First Allied Advisory Services held 42,714 shares of First Horizon worth $403K as of Q3 2020.
First Allied Advisory Services bought 9,839 First Horizon shares in Q3 2020, an estimated $92.5K.
First Horizon made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #782 holding.
First Allied Advisory Services first reported a position in First Horizon in Q1 2019 and has held it in 7 quarters since.
425 funds tracked by Wall St. Rank held First Horizon as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.