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Hexavest’s First Horizon FHN Stock Holding History

Hexavest’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
-40,268
Closed -$696K – 252
2021
Q2 		$696K Hold
40,268
– – 0.03% 200
2021
Q1 		$681K Hold
40,268
– – 0.03% 206
2020
Q4 		$514K Sell
40,268
-66,445
-62% -$778K 0.02% 203
2020
Q3 		$1.01M Buy
106,713
+74,196
+228% +$697K 0.03% 187
2020
Q2 		$324K Hold
32,517
– – 0.01% 254
2020
Q1 		$262K Hold
32,517
– – ﹤0.01% 261
2019
Q4 		$538K Buy
+32,517
New +$528K 0.01% 241

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $36.7B AUM 74.15% 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 $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Hexavest's FHN Position: Q3 2021 in Review

Hexavest sold out of First Horizon (FHN) in Q3 2021, closing a stake of 40,268 shares — an estimated $696K sold.

Hexavest first reported a position in FHN in Q4 2019 and held it in 7 quarters. The position peaked at $1.01M in Q3 2020. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

  • Hexavest reported no remaining First Horizon position as of Q3 2021 after selling out during the quarter.
  • Hexavest sold 40,268 First Horizon shares in Q3 2021, an estimated $696K.
  • Hexavest first reported a position in First Horizon in Q4 2019 and held it in 7 quarters.
  • Hexavest's First Horizon position peaked at $1.01M in Q3 2020.
  • 495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Hexavest's 13F filing for Q3 2021, filed 27 Oct 2021.