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Integrated Investment Consultants’s First Horizon FHN Stock Holding History

Integrated Investment Consultants’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
Q4 		– Sell
-26,178
Closed -$426K – 299
2021
Q3 		$426K Buy
26,178
+3
+0% +$48 0.12% 150
2021
Q2 		$452K Sell
26,175
-104
-0.4% -$1.89K 0.13% 137
2021
Q1 		$444K Buy
26,279
+4
+0% +$63 0.15% 124
2020
Q4 		$335K Buy
+26,275
New +$308K 0.13% 150

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Integrated Investment Consultants's FHN Position: Q4 2021 in Review

Integrated Investment Consultants sold out of First Horizon (FHN) in Q4 2021, closing a stake of 26,178 shares — an estimated $426K sold.

Integrated Investment Consultants first reported a position in FHN in Q4 2020 and held it in 4 quarters. The position peaked at $452K in Q2 2021. 529 funds tracked by Wall St. Rank hold FHN as of Q4 2021.

  • Integrated Investment Consultants reported no remaining First Horizon position as of Q4 2021 after selling out during the quarter.
  • Integrated Investment Consultants sold 26,178 First Horizon shares in Q4 2021, an estimated $426K.
  • Integrated Investment Consultants first reported a position in First Horizon in Q4 2020 and held it in 4 quarters.
  • Integrated Investment Consultants's First Horizon position peaked at $452K in Q2 2021.
  • 529 funds tracked by Wall St. Rank held First Horizon as of Q4 2021.

Based on Integrated Investment Consultants's 13F filing for Q4 2021, filed 10 Jan 2022.