Harvest Group Wealth Management’s First Horizon FHN Stock Holding History

Harvest Group Wealth 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 Q1	–	Sell	-51	Closed	-$1K	–	261
2020 Q4	$1K	Hold	51	–	–	﹤0.01%	465
2020 Q3	$0	Hold	51	–	–	﹤0.01%	655
2020 Q2	$0	Buy	+51	New	+$464	﹤0.01%	591
2020 Q1	–	Sell	-116	Closed	-$1K	–	653
2019 Q4	$1K	Hold	116	–	–	﹤0.01%	767
2019 Q3	$2K	Buy	+116	New	+$1.83K	﹤0.01%	685

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harvest Group Wealth Management's FHN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of First Horizon (FHN) in Q1 2021, closing a stake of 51 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in FHN in Q3 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2019. 481 funds tracked by Wall St. Rank hold FHN as of Q1 2021.

Harvest Group Wealth Management reported no remaining First Horizon position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 51 First Horizon shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in First Horizon in Q3 2019 and held it in 5 quarters.
Harvest Group Wealth Management's First Horizon position peaked at $2K in Q3 2019.
481 funds tracked by Wall St. Rank held First Horizon as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.