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Sowell Financial Services’s First Horizon FHN Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-37,962
Closed -$624K – 268
2021
Q4 		$624K Buy
37,962
+12,504
+49% +$208K 0.04% 405
2021
Q3 		$418K Buy
+25,458
New +$406K 0.03% 416
2021
Q2 		– Sell
-23,380
Closed -$444K – 1262
2021
Q1 		$444K Sell
23,380
-10,325
-31% -$163K 0.02% 693
2020
Q4 		$430K Sell
33,705
-17,101
-34% -$200K 0.02% 564
2020
Q3 		$479K Buy
50,806
+970
+2% +$9.12K 0.02% 478
2020
Q2 		$496K Buy
49,836
+49,756
+62,195% +$452K 0.03% 457
2020
Q1 		$1K Buy
+80
New +$1.11K ﹤0.01% 2233

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sowell Financial Services's FHN Position: Q1 2022 in Review

Sowell Financial Services sold out of First Horizon (FHN) in Q1 2022, closing a stake of 37,962 shares — an estimated $624K sold.

Sowell Financial Services first reported a position in FHN in Q1 2020 and held it in 7 quarters. The position peaked at $624K in Q4 2021. 575 funds tracked by Wall St. Rank hold FHN as of Q1 2022.

  • Sowell Financial Services reported no remaining First Horizon position as of Q1 2022 after selling out during the quarter.
  • Sowell Financial Services sold 37,962 First Horizon shares in Q1 2022, an estimated $624K.
  • Sowell Financial Services first reported a position in First Horizon in Q1 2020 and held it in 7 quarters.
  • Sowell Financial Services's First Horizon position peaked at $624K in Q4 2021.
  • 575 funds tracked by Wall St. Rank held First Horizon as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.