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SFMG Wealth Advisors’s First Horizon FHN Stock Holding History

SFMG 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
2022
Q3 		– Sell
-19,160
Closed -$419K – 261
2022
Q2 		$419K Buy
19,160
+2,588
+16% +$58.2K 0.05% 141
2022
Q1 		$389K Buy
16,572
+4,084
+33% +$81.5K 0.04% 168
2021
Q4 		$204K Sell
12,488
-170
-1% -$2.83K 0.02% 266
2021
Q3 		$206K Sell
12,658
-2,846
-18% -$45.3K 0.02% 237
2021
Q2 		$268K Buy
15,504
+2,846
+22% +$51.7K 0.03% 214
2021
Q1 		$214K Sell
12,658
-5,977
-32% -$94.6K 0.02% 218
2020
Q4 		$238K Sell
18,635
-7,829
-30% -$91.7K 0.03% 193
2020
Q3 		$250K Buy
+26,464
New +$249K 0.03% 150

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return

SFMG Wealth Advisors's FHN Position: Q3 2022 in Review

SFMG Wealth Advisors sold out of First Horizon (FHN) in Q3 2022, closing a stake of 19,160 shares — an estimated $419K sold.

SFMG Wealth Advisors first reported a position in FHN in Q3 2020 and held it in 8 quarters. The position peaked at $419K in Q2 2022. 566 funds tracked by Wall St. Rank hold FHN as of Q3 2022.

  • SFMG Wealth Advisors reported no remaining First Horizon position as of Q3 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 19,160 First Horizon shares in Q3 2022, an estimated $419K.
  • SFMG Wealth Advisors first reported a position in First Horizon in Q3 2020 and held it in 8 quarters.
  • SFMG Wealth Advisors's First Horizon position peaked at $419K in Q2 2022.
  • 566 funds tracked by Wall St. Rank held First Horizon as of Q3 2022.

Based on SFMG Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.