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Truvvo Partners’s First Horizon FHN Stock Holding History

Truvvo Partners’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
Q4 		– Sell
-271,583
Closed -$4.46M – 19
2021
Q3 		$4.46M Hold
271,583
– – 3.09% 6
2021
Q2 		$4.73M Hold
271,583
– – 3.24% 6
2021
Q1 		$4.63M Hold
271,583
– – 3.51% 6
2020
Q4 		$3.51M Hold
271,583
– – 2.35% 8
2020
Q3 		$2.6M Buy
+271,583
New +$2.55M 2.01% 7

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Truvvo Partners's FHN Position: Q4 2021 in Review

Truvvo Partners sold out of First Horizon (FHN) in Q4 2021, closing a stake of 271,583 shares — an estimated $4.46M sold.

Truvvo Partners first reported a position in FHN in Q3 2020 and held it in 5 quarters. The position peaked at $4.73M in Q2 2021. 529 funds tracked by Wall St. Rank hold FHN as of Q4 2021.

  • Truvvo Partners reported no remaining First Horizon position as of Q4 2021 after selling out during the quarter.
  • Truvvo Partners sold 271,583 First Horizon shares in Q4 2021, an estimated $4.46M.
  • Truvvo Partners first reported a position in First Horizon in Q3 2020 and held it in 5 quarters.
  • Truvvo Partners's First Horizon position peaked at $4.73M in Q2 2021.
  • 529 funds tracked by Wall St. Rank held First Horizon as of Q4 2021.

Based on Truvvo Partners's 13F filing for Q4 2021, filed 14 Feb 2022.