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Legacy Capital Wealth Partners’s First Horizon FHN Stock Holding History

Legacy Capital 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
2021
Q2 		– Sell
-37,524
Closed -$640K – 39
2021
Q1 		$640K Buy
37,524
+3,989
+12% +$63.1K 0.26% 43
2020
Q4 		$432K Buy
+33,535
New +$393K 0.19% 50

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

Legacy Capital Wealth Partners's FHN Position: Q2 2021 in Review

Legacy Capital Wealth Partners sold out of First Horizon (FHN) in Q2 2021, closing a stake of 37,524 shares — an estimated $640K sold.

Legacy Capital Wealth Partners first reported a position in FHN in Q4 2020 and held it in 2 quarters. The position peaked at $640K in Q1 2021. 500 funds tracked by Wall St. Rank hold FHN as of Q2 2021.

  • Legacy Capital Wealth Partners reported no remaining First Horizon position as of Q2 2021 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 37,524 First Horizon shares in Q2 2021, an estimated $640K.
  • Legacy Capital Wealth Partners first reported a position in First Horizon in Q4 2020 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's First Horizon position peaked at $640K in Q1 2021.
  • 500 funds tracked by Wall St. Rank held First Horizon as of Q2 2021.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2021, filed 13 Aug 2021.