Great Diamond Partners’s First Horizon FHN Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-294	Closed	-$4K	–	290
2019 Q4	$4K	Buy	+294	New	+$4.77K	﹤0.01%	613

Other funds holding FHN

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Great Diamond Partners's FHN Position: Q1 2020 in Review

Great Diamond Partners sold out of First Horizon (FHN) in Q1 2020, closing a stake of 294 shares — an estimated $4K sold.

Great Diamond Partners first reported a position in FHN in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 381 funds tracked by Wall St. Rank hold FHN as of Q1 2020.

Great Diamond Partners reported no remaining First Horizon position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 294 First Horizon shares in Q1 2020, an estimated $4K.
Great Diamond Partners first reported a position in First Horizon in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's First Horizon position peaked at $4K in Q4 2019.
381 funds tracked by Wall St. Rank held First Horizon as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.