Legacy Financial Advisors’s First Horizon FHN Stock Holding History

Legacy Financial Advisors’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
2019 Q2	–	Sell	-4,442	Closed	-$62K	–	392
2019 Q1	$62K	Hold	4,442	–	–	0.02%	240
2018 Q4	$58K	Hold	4,442	–	–	0.02%	217
2018 Q3	$76K	Hold	4,442	–	–	0.03%	201
2018 Q2	$78K	Hold	4,442	–	–	0.03%	195
2018 Q1	$83K	Hold	4,442	–	–	0.03%	187
2017 Q4	$88K	Buy	+4,442	New	+$85.5K	0.04%	191

Other funds holding FHN

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Legacy Financial Advisors's FHN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of First Horizon (FHN) in Q2 2019, closing a stake of 4,442 shares — an estimated $62K sold.

Legacy Financial Advisors first reported a position in FHN in Q4 2017 and held it in 6 quarters. The position peaked at $88K in Q4 2017. 331 funds tracked by Wall St. Rank hold FHN as of Q2 2019.

Legacy Financial Advisors reported no remaining First Horizon position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 4,442 First Horizon shares in Q2 2019, an estimated $62K.
Legacy Financial Advisors first reported a position in First Horizon in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's First Horizon position peaked at $88K in Q4 2017.
331 funds tracked by Wall St. Rank held First Horizon as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.