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Homrich & Berg’s First Horizon FHN Stock Holding History

Homrich & Berg’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 		$178K Buy
+10,942
New +$174K ﹤0.01% 462

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

Homrich & Berg's FHN Position: Q3 2021 in Review

Homrich & Berg opened a new position in First Horizon (FHN) in Q3 2021: 10,942 shares worth $178K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings.

495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

  • Homrich & Berg held 10,942 shares of First Horizon worth $178K as of Q3 2021.
  • First Horizon was a new Homrich & Berg position in Q3 2021.
  • First Horizon made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #462 holding.
  • 495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.