San Francisco Sentry Investment Group’s First Horizon FHN Stock Holding History

San Francisco Sentry Investment 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 Q2	$157K	Sell	9,075 -25	-0.3%	-$454	0.08%	230
2021 Q1	$154K	Buy	+9,100	New	+$144K	0.07%	255
2020 Q2	–	Sell	-134	Closed	-$1K	–	729
2020 Q1	$1K	Buy	+134	New	+$1.86K	﹤0.01%	745
2017 Q4	–	Sell	-80	Closed	-$2K	–	916
2017 Q3	$2K	Buy	+80	New	+$1.4K	﹤0.01%	843

Other funds holding FHN

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

San Francisco Sentry Investment Group's FHN Position: Q2 2021 in Review

San Francisco Sentry Investment Group reduced its First Horizon (FHN) stake by 0.27% in Q2 2021, selling an estimated $454 and leaving 9,075 shares worth $157K. The position accounts for 0.08% of the portfolio, ranked #230.

San Francisco Sentry Investment Group first reported a position in FHN in Q3 2017 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold FHN as of Q2 2021.

San Francisco Sentry Investment Group held 9,075 shares of First Horizon worth $157K as of Q2 2021.
San Francisco Sentry Investment Group sold 25 First Horizon shares in Q2 2021, an estimated $454.
First Horizon made up 0.08% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #230 holding.
San Francisco Sentry Investment Group first reported a position in First Horizon in Q3 2017 and has held it in 4 quarters since.
500 funds tracked by Wall St. Rank held First Horizon as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.