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Paces Ferry Wealth Advisors’s First Horizon FHN Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-117
Closed -$1K – 473
2020
Q3 		$1K Buy
+117
New +$1.1K ﹤0.01% 828

Other funds holding FHN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Paces Ferry Wealth Advisors's FHN Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of First Horizon (FHN) in Q4 2020, closing a stake of 117 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in FHN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 465 funds tracked by Wall St. Rank hold FHN as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining First Horizon position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 117 First Horizon shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in First Horizon in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's First Horizon position peaked at $1K in Q3 2020.
  • 465 funds tracked by Wall St. Rank held First Horizon as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.