Pinnacle Associates’s First Horizon FHN Stock Holding History

Pinnacle Associates’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 Q2	–	Sell	-9,812	Closed	-$230K	–	763
2022 Q1	$230K	Buy	+9,812	New	+$196K	﹤0.01%	728
2021 Q2	–	Sell	-10,312	Closed	-$174K	–	769
2021 Q1	$174K	Sell	10,312 -417	-4%	-$6.6K	﹤0.01%	716
2020 Q4	$137K	Sell	10,729 -283	-3%	-$3.31K	﹤0.01%	689
2020 Q3	$104K	Buy	11,012 +849	+8%	+$7.98K	﹤0.01%	661
2020 Q2	$101K	Buy	+10,163	New	+$92.4K	﹤0.01%	654
2020 Q1	–	Sell	-11,314	Closed	-$187K	–	679
2019 Q4	$187K	Hold	11,314	–	–	﹤0.01%	682
2019 Q3	$183K	Sell	11,314 -3,070	-21%	-$48.5K	﹤0.01%	672
2019 Q2	$215K	Sell	14,384 -851	-6%	-$12.3K	0.01%	656
2019 Q1	$213K	Buy	15,235 +2,800	+23%	+$41.4K	﹤0.01%	668
2018 Q4	$164K	Sell	12,435 -5,772	-32%	-$89.8K	﹤0.01%	660
2018 Q3	$314K	Buy	18,207 +1,500	+9%	+$27.1K	0.01%	594
2018 Q2	$298K	Buy	16,707 +1,350	+9%	+$25.4K	0.01%	591
2018 Q1	$289K	Sell	15,357 -3,758	-20%	-$74K	0.01%	581
2017 Q4	$382K	Buy	+19,115	New	+$368K	0.01%	535

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return