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Simon Quick Advisors’s First Horizon FHN Stock Holding History

Simon Quick 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
Q2 		– Sell
-612
Closed -$14K – 260
2022
Q1 		$14K Buy
612
+12
+2% +$239 ﹤0.01% 288
2021
Q4 		$10K Sell
600
-61
-9% -$1.02K ﹤0.01% 310
2021
Q3 		$10K Buy
661
+61
+10% +$972 ﹤0.01% 352
2021
Q2 		$10K Hold
600
– – ﹤0.01% 375
2021
Q1 		$10K Buy
+600
New +$9.49K ﹤0.01% 386

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

Simon Quick Advisors's FHN Position: Q2 2022 in Review

Simon Quick Advisors sold out of First Horizon (FHN) in Q2 2022, closing a stake of 612 shares — an estimated $14K sold.

Simon Quick Advisors first reported a position in FHN in Q1 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q2 2022.

  • Simon Quick Advisors reported no remaining First Horizon position as of Q2 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 612 First Horizon shares in Q2 2022, an estimated $14K.
  • Simon Quick Advisors first reported a position in First Horizon in Q1 2021 and held it in 5 quarters.
  • Simon Quick Advisors's First Horizon position peaked at $14K in Q1 2022.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.