Icon Wealth Partners’s First Horizon FHN Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-1,235	Closed	-$17K	–	369
2019 Q1	$17K	Buy	+1,235	New	+$18.2K	0.01%	590
2018 Q3	–	Sell	-1,290	Closed	-$23K	–	417
2018 Q2	$23K	Buy	+1,290	New	+$24.3K	0.01%	553
2018 Q1	–	Sell	-1,290	Closed	-$26K	–	418
2017 Q4	$26K	Buy	+1,290	New	+$24.8K	0.01%	553

Other funds holding FHN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Icon Wealth Partners's FHN Position: Q2 2019 in Review

Icon Wealth Partners sold out of First Horizon (FHN) in Q2 2019, closing a stake of 1,235 shares — an estimated $17K sold.

Icon Wealth Partners first reported a position in FHN in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 331 funds tracked by Wall St. Rank hold FHN as of Q2 2019.

Icon Wealth Partners reported no remaining First Horizon position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 1,235 First Horizon shares in Q2 2019, an estimated $17K.
Icon Wealth Partners first reported a position in First Horizon in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's First Horizon position peaked at $26K in Q4 2017.
331 funds tracked by Wall St. Rank held First Horizon as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.