GKWIM
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Gerber Kawasaki Wealth & Investment Management’s First Horizon FHN Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-1
Closed – – 558
2021
Q3 		$0 Buy
+1
New +$16 ﹤0.01% 1202

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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

Gerber Kawasaki Wealth & Investment Management's FHN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Horizon (FHN) in Q4 2021, closing a stake of 1 share.

Gerber Kawasaki Wealth & Investment Management 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.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining First Horizon position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 First Horizon share in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in First Horizon in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management'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 Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.