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OneAscent Wealth Management’s First Horizon FHN Stock Holding History

OneAscent Wealth 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
Q1 		$664K Buy
38,930
+8,101
+26% +$128K 0.28% 85
2020
Q4 		$397K Buy
+30,829
New +$361K 0.18% 129

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OneAscent Wealth Management's FHN Position: Q1 2021 in Review

OneAscent Wealth Management increased its First Horizon (FHN) stake by 26% in Q1 2021, buying an estimated $128K and bringing the position to 38,930 shares worth $664K. The position accounts for 0.28% of the portfolio, ranked #85.

OneAscent Wealth Management first reported a position in FHN in Q4 2020 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold FHN as of Q1 2021.

  • OneAscent Wealth Management held 38,930 shares of First Horizon worth $664K as of Q1 2021.
  • OneAscent Wealth Management bought 8,101 First Horizon shares in Q1 2021, an estimated $128K.
  • First Horizon made up 0.28% of OneAscent Wealth Management's portfolio in Q1 2021, its #85 holding.
  • OneAscent Wealth Management first reported a position in First Horizon in Q4 2020 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held First Horizon as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.