Kings Point Capital Management’s First Horizon FHN Stock Holding History

Kings Point 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
2022 Q1	$199K	Hold	8,461	–	–	0.02%	203
2021 Q4	$138K	Hold	8,461	–	–	0.01%	260
2021 Q3	$138K	Hold	8,461	–	–	0.01%	238
2021 Q2	$146K	Hold	8,461	–	–	0.01%	231
2021 Q1	$143K	Sell	8,461 -1,000	-11%	-$15.8K	0.01%	230
2020 Q4	$121K	Hold	9,461	–	–	0.01%	222
2020 Q3	$89K	Buy	+9,461	New	+$88.9K	0.01%	253
2017 Q2	–	Sell	-2,803	Closed	-$52K	–	341
2017 Q1	$52K	Hold	2,803	–	–	0.01%	215
2016 Q4	$56K	Sell	2,803 -3	-0.1%	-$53	0.01%	190
2016 Q3	$43K	Sell	2,806 -1	-0%	-$15	0.01%	198
2016 Q2	$39K	Hold	2,807	–	–	0.01%	206
2016 Q1	$37K	Hold	2,807	–	–	0.01%	202
2015 Q4	$41K	Sell	2,807 -4,151	-60%	-$60.2K	0.01%	220
2015 Q3	$99K	Buy	6,958 +4,151	+148%	+$62.8K	0.03%	173
2015 Q2	$44K	Hold	2,807	–	–	0.01%	224
2015 Q1	$40K	Hold	2,807	–	–	0.01%	238
2014 Q4	$38K	Buy	2,807 +2	+0.1%	+$25	0.01%	232
2014 Q3	$34K	Sell	2,805 -1	-0%	-$12	0.01%	216
2014 Q2	$33K	Buy	2,806 +10	+0.4%	+$117	0.01%	215
2014 Q1	$35K	Hold	2,796	–	–	0.01%	196
2013 Q4	$33K	Sell	2,796 -7,002	-71%	-$78.3K	0.01%	199
2013 Q3	$108K	Hold	9,798	–	–	0.04%	125
2013 Q2	$110K	Buy	+9,798	New	+$106K	0.04%	125

Other funds holding FHN

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kings Point Capital Management's FHN Position: Q1 2022 in Review

Kings Point Capital Management held its First Horizon (FHN) position steady in Q1 2022 at 8,461 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #203.

Kings Point Capital Management first reported a position in FHN in Q2 2013 and has held it in 23 quarters since. 575 funds tracked by Wall St. Rank hold FHN as of Q1 2022.

Kings Point Capital Management held 8,461 shares of First Horizon worth $199K as of Q1 2022.
Kings Point Capital Management left its First Horizon share count unchanged in Q1 2022.
First Horizon made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #203 holding.
Kings Point Capital Management first reported a position in First Horizon in Q2 2013 and has held it in 23 quarters since.
575 funds tracked by Wall St. Rank held First Horizon as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.