Valley Wealth Managers’s First Horizon FHN Stock Holding History

Valley Wealth Managers’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 Q4	–	Sell	-202,275	Closed	-$1.91M	–	163
2020 Q3	$1.91M	Sell	202,275 -11,085	-5%	-$104K	0.21%	89
2020 Q2	$2.13M	Buy	213,360 +6,415	+3%	+$58.3K	0.24%	85
2020 Q1	$1.67M	Buy	206,945 +39,220	+23%	+$544K	0.22%	83
2019 Q4	$2.78M	Buy	167,725 +15,545	+10%	+$252K	0.28%	66
2019 Q3	$2.47M	Buy	152,180 +1,495	+1%	+$23.6K	0.26%	66
2019 Q2	$2.25M	Buy	150,685 +21,720	+17%	+$314K	0.24%	73
2019 Q1	$1.8M	Buy	+128,965	New	+$1.91M	0.2%	84

Other funds holding FHN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Valley Wealth Managers's FHN Position: Q4 2020 in Review

Valley Wealth Managers sold out of First Horizon (FHN) in Q4 2020, closing a stake of 202,275 shares — an estimated $1.91M sold.

Valley Wealth Managers first reported a position in FHN in Q1 2019 and held it in 7 quarters. The position peaked at $2.78M in Q4 2019. 465 funds tracked by Wall St. Rank hold FHN as of Q4 2020.

Valley Wealth Managers reported no remaining First Horizon position as of Q4 2020 after selling out during the quarter.
Valley Wealth Managers sold 202,275 First Horizon shares in Q4 2020, an estimated $1.91M.
Valley Wealth Managers first reported a position in First Horizon in Q1 2019 and held it in 7 quarters.
Valley Wealth Managers's First Horizon position peaked at $2.78M in Q4 2019.
465 funds tracked by Wall St. Rank held First Horizon as of Q4 2020.

Based on Valley Wealth Managers's 13F filing for Q4 2020, filed 2 Feb 2021.