Security National Trust’s First Horizon FHN Stock Holding History

Security National Trust’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 Q3	$0	Hold	9	–	–	﹤0.01%	394
2021 Q2	$0	Hold	9	–	–	﹤0.01%	409
2021 Q1	$0	Hold	9	–	–	﹤0.01%	400
2020 Q4	$0	Hold	9	–	–	﹤0.01%	415
2020 Q3	$0	Hold	9	–	–	﹤0.01%	416
2020 Q2	$0	Sell	9 -1,884	-100%	-$17.1K	﹤0.01%	434
2020 Q1	$15K	Buy	1,893 +1,884	+20,933%	+$26.1K	0.01%	333
2019 Q4	$0	Hold	9	–	–	﹤0.01%	435
2019 Q3	$0	Hold	9	–	–	﹤0.01%	359
2019 Q2	$0	Hold	9	–	–	﹤0.01%	372
2019 Q1	$0	Hold	9	–	–	﹤0.01%	375
2018 Q4	$0	Hold	9	–	–	﹤0.01%	374
2018 Q3	$0	Hold	9	–	–	﹤0.01%	382
2018 Q2	$0	Hold	9	–	–	﹤0.01%	392
2018 Q1	$0	Hold	9	–	–	﹤0.01%	393
2017 Q4	$0	Hold	9	–	–	﹤0.01%	392
2017 Q3	$0	Hold	9	–	–	﹤0.01%	406
2017 Q2	$0	Hold	9	–	–	﹤0.01%	418
2017 Q1	$0	Hold	9	–	–	﹤0.01%	428
2016 Q4	$0	Hold	9	–	–	﹤0.01%	438
2016 Q3	$0	Hold	9	–	–	﹤0.01%	458
2016 Q2	$0	Hold	9	–	–	﹤0.01%	457
2016 Q1	$0	Hold	9	–	–	﹤0.01%	470
2015 Q4	$0	Hold	9	–	–	﹤0.01%	492
2015 Q3	$0	Hold	9	–	–	﹤0.01%	473
2015 Q2	$0	Hold	9	–	–	﹤0.01%	475
2015 Q1	$0	Hold	9	–	–	﹤0.01%	484
2014 Q4	$0	Hold	9	–	–	﹤0.01%	507
2014 Q3	$0	Hold	9	–	–	﹤0.01%	527
2014 Q2	$0	Hold	9	–	–	﹤0.01%	533
2014 Q1	$0	Hold	9	–	–	﹤0.01%	533
2013 Q4	$0	Hold	9	–	–	﹤0.01%	533
2013 Q3	$0	Hold	9	–	–	﹤0.01%	543
2013 Q2	$0	Buy	+9	New	+$97	﹤0.01%	500

Other funds holding FHN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Security National Trust's FHN Position: Q3 2021 in Review

Security National Trust held its First Horizon (FHN) position steady in Q3 2021 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Security National Trust first reported a position in FHN in Q2 2013 and has held it in 34 quarters since. The position peaked at $15K in Q1 2020. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

Security National Trust held 9 shares of First Horizon worth $0 as of Q3 2021.
Security National Trust left its First Horizon share count unchanged in Q3 2021.
First Horizon made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #394 holding.
Security National Trust first reported a position in First Horizon in Q2 2013 and has held it in 34 quarters since.
Security National Trust's First Horizon position peaked at $15K in Q1 2020.
495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.