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Harrell Investment Partners’s First Horizon FHN Stock Holding History

Harrell Investment 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
2022
Q3 		– Sell
-17,973
Closed -$393K – 93
2022
Q2 		$393K Buy
17,973
+5,110
+40% +$115K 0.16% 75
2022
Q1 		$302K Buy
+12,863
New +$257K 0.11% 88

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State Street
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Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Harrell Investment Partners's FHN Position: Q3 2022 in Review

Harrell Investment Partners sold out of First Horizon (FHN) in Q3 2022, closing a stake of 17,973 shares — an estimated $393K sold.

Harrell Investment Partners first reported a position in FHN in Q1 2022 and held it in 2 quarters. The position peaked at $393K in Q2 2022. 566 funds tracked by Wall St. Rank hold FHN as of Q3 2022.

  • Harrell Investment Partners reported no remaining First Horizon position as of Q3 2022 after selling out during the quarter.
  • Harrell Investment Partners sold 17,973 First Horizon shares in Q3 2022, an estimated $393K.
  • Harrell Investment Partners first reported a position in First Horizon in Q1 2022 and held it in 2 quarters.
  • Harrell Investment Partners's First Horizon position peaked at $393K in Q2 2022.
  • 566 funds tracked by Wall St. Rank held First Horizon as of Q3 2022.

Based on Harrell Investment Partners's 13F filing for Q3 2022, filed 14 Nov 2022.