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Jacobi Capital Management’s First Horizon FHN Stock Holding History

Jacobi Capital Management’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
Q2 		– Sell
-400
Closed -$7.26K – 1397
2021
Q1 		$7K Buy
+400
New +$6.33K ﹤0.01% 1052

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Jacobi Capital Management's FHN Position: Q2 2021 in Review

Jacobi Capital Management sold out of First Horizon (FHN) in Q2 2021, closing a stake of 400 shares — an estimated $7.26K sold.

Jacobi Capital Management first reported a position in FHN in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 501 funds tracked by Wall St. Rank hold FHN as of Q2 2021.

  • Jacobi Capital Management reported no remaining First Horizon position as of Q2 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 400 First Horizon shares in Q2 2021, an estimated $7.26K.
  • Jacobi Capital Management first reported a position in First Horizon in Q1 2021 and held it in 1 quarter.
  • Jacobi Capital Management's First Horizon position peaked at $7K in Q1 2021.
  • 501 funds tracked by Wall St. Rank held First Horizon as of Q2 2021.

Based on Jacobi Capital Management's 13F filing for Q2 2021, filed 12 Aug 2021.