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Mark Sheptoff Financial Planning’s First Horizon FHN Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-650
Closed -$11K – 448
2021
Q4 		$11K Hold
650
– – 0.01% 311
2021
Q3 		$11K Hold
650
– – 0.01% 296
2021
Q2 		$11K Buy
+650
New +$11.8K 0.01% 318

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mark Sheptoff Financial Planning's FHN Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of First Horizon (FHN) in Q1 2022, closing a stake of 650 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in FHN in Q2 2021 and held it in 3 quarters. The position peaked at $11K in Q4 2021. 575 funds tracked by Wall St. Rank hold FHN as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining First Horizon position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 650 First Horizon shares in Q1 2022, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in First Horizon in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's First Horizon position peaked at $11K in Q4 2021.
  • 575 funds tracked by Wall St. Rank held First Horizon as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.