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TrueWealth LLC’s First Horizon FHN Stock Holding History

TrueWealth LLC’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
2020
Q2 		$0 Hold
29
– – ﹤0.01% 733
2020
Q1 		$0 Hold
29
– – ﹤0.01% 745
2019
Q4 		$0 Hold
29
– – ﹤0.01% 741
2019
Q3 		$0 Hold
29
– – ﹤0.01% 704
2019
Q2 		$0 Hold
29
– – ﹤0.01% 731
2019
Q1 		$0 Hold
29
– – ﹤0.01% 737
2018
Q4 		$0 Hold
29
– – ﹤0.01% 753
2018
Q3 		$1K Hold
29
– – ﹤0.01% 766
2018
Q2 		$1K Hold
29
– – ﹤0.01% 776
2018
Q1 		$1K Hold
29
– – ﹤0.01% 743
2017
Q4 		$1K Buy
+29
New +$558 ﹤0.01% 850

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TrueWealth LLC's FHN Position: Q2 2020 in Review

TrueWealth LLC held its First Horizon (FHN) position steady in Q2 2020 at 29 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #733.

TrueWealth LLC first reported a position in FHN in Q4 2017 and has held it in 11 quarters since. The position peaked at $1K in Q3 2018. 377 funds tracked by Wall St. Rank hold FHN as of Q2 2020.

  • TrueWealth LLC held 29 shares of First Horizon worth $0 as of Q2 2020.
  • TrueWealth LLC left its First Horizon share count unchanged in Q2 2020.
  • First Horizon made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #733 holding.
  • TrueWealth LLC first reported a position in First Horizon in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's First Horizon position peaked at $1K in Q3 2018.
  • 377 funds tracked by Wall St. Rank held First Horizon as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.