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Harvest Investment Services’s First Horizon FHN Stock Holding History

Harvest Investment 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
2021
Q3 		– Sell
-18,603
Closed -$321K – 295
2021
Q2 		$321K Buy
18,603
+476
+3% +$8.64K 0.13% 199
2021
Q1 		$306K Buy
+18,127
New +$287K 0.14% 183

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Harvest Investment Services's FHN Position: Q3 2021 in Review

Harvest Investment Services sold out of First Horizon (FHN) in Q3 2021, closing a stake of 18,603 shares — an estimated $321K sold.

Harvest Investment Services first reported a position in FHN in Q1 2021 and held it in 2 quarters. The position peaked at $321K in Q2 2021. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

  • Harvest Investment Services reported no remaining First Horizon position as of Q3 2021 after selling out during the quarter.
  • Harvest Investment Services sold 18,603 First Horizon shares in Q3 2021, an estimated $321K.
  • Harvest Investment Services first reported a position in First Horizon in Q1 2021 and held it in 2 quarters.
  • Harvest Investment Services's First Horizon position peaked at $321K in Q2 2021.
  • 495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Harvest Investment Services's 13F filing for Q3 2021, filed 29 Oct 2021.