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Patriot Financial Group Insurance Agency’s First Horizon FHN Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-790
Closed -$17K – 922
2022
Q2 		$17K Hold
790
– – ﹤0.01% 1059
2022
Q1 		$19K Hold
790
– – ﹤0.01% 1108
2021
Q4 		$13K Hold
790
– – ﹤0.01% 1378
2021
Q3 		$13K Buy
+790
New +$12.6K ﹤0.01% 1358
2020
Q3 		– Sell
-47
Closed -$442 – 1724
2020
Q2 		$0 Buy
+47
New +$427 ﹤0.01% 1708

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FHN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Horizon (FHN) in Q3 2022, closing a stake of 790 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in FHN in Q2 2020 and held it in 5 quarters. The position peaked at $19K in Q1 2022. 566 funds tracked by Wall St. Rank hold FHN as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining First Horizon position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 790 First Horizon shares in Q3 2022, an estimated $17K.
  • Patriot Financial Group Insurance Agency first reported a position in First Horizon in Q2 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's First Horizon position peaked at $19K in Q1 2022.
  • 566 funds tracked by Wall St. Rank held First Horizon as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.