Mid Atlantic Financial Management’s First Horizon FHN Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$325K	Buy	19,922 +291	+1%	+$4.64K	0.02%	630
2021 Q2	$339K	Buy	19,631 +2,167	+12%	+$39.3K	0.02%	620
2021 Q1	$295K	Buy	17,464 +156	+0.9%	+$2.47K	0.02%	634
2020 Q4	$221K	Buy	17,308 +3,612	+26%	+$42.3K	0.02%	689
2020 Q3	$165K	Buy	+13,696	New	+$129K	0.01%	687

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Mid Atlantic Financial Management's FHN Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its First Horizon (FHN) stake by 1.5% in Q3 2021, buying an estimated $4.64K and bringing the position to 19,922 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #630.

Mid Atlantic Financial Management first reported a position in FHN in Q3 2020 and has held it in 5 quarters since. The position peaked at $339K in Q2 2021. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

Mid Atlantic Financial Management held 19,922 shares of First Horizon worth $325K as of Q3 2021.
Mid Atlantic Financial Management bought 291 First Horizon shares in Q3 2021, an estimated $4.64K.
First Horizon made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #630 holding.
Mid Atlantic Financial Management first reported a position in First Horizon in Q3 2020 and has held it in 5 quarters since.
Mid Atlantic Financial Management's First Horizon position peaked at $339K in Q2 2021.
495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.