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Knowledge Leaders Capital’s First Horizon FHN Stock Holding History

Knowledge Leaders Capital’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 		– Sell
-67,988
Closed -$1.18M – 116
2021
Q2 		$1.18M Hold
67,988
– – 0.79% 35
2021
Q1 		$1.15M Buy
+67,988
New +$1.08M 0.92% 26

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

Knowledge Leaders Capital's FHN Position: Q3 2021 in Review

Knowledge Leaders Capital sold out of First Horizon (FHN) in Q3 2021, closing a stake of 67,988 shares — an estimated $1.18M sold.

Knowledge Leaders Capital first reported a position in FHN in Q1 2021 and held it in 2 quarters. The position peaked at $1.18M in Q2 2021. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

  • Knowledge Leaders Capital reported no remaining First Horizon position as of Q3 2021 after selling out during the quarter.
  • Knowledge Leaders Capital sold 67,988 First Horizon shares in Q3 2021, an estimated $1.18M.
  • Knowledge Leaders Capital first reported a position in First Horizon in Q1 2021 and held it in 2 quarters.
  • Knowledge Leaders Capital's First Horizon position peaked at $1.18M in Q2 2021.
  • 495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Knowledge Leaders Capital's 13F filing for Q3 2021, filed 4 Nov 2021.