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Newbridge Financial Services Group’s First Horizon FHN Stock Holding History

Newbridge Financial Services Group’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
-1,869
Closed -$32K – 1460
2021
Q2 		$32K Buy
1,869
+55
+3% +$999 0.02% 599
2021
Q1 		$31K Buy
+1,814
New +$28.7K 0.02% 563

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Newbridge Financial Services Group's FHN Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of First Horizon (FHN) in Q3 2021, closing a stake of 1,869 shares — an estimated $32K sold.

Newbridge Financial Services Group first reported a position in FHN in Q1 2021 and held it in 2 quarters. The position peaked at $32K in Q2 2021. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining First Horizon position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,869 First Horizon shares in Q3 2021, an estimated $32K.
  • Newbridge Financial Services Group first reported a position in First Horizon in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's First Horizon position peaked at $32K in Q2 2021.
  • 495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.