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Wealth Quarterback’s First Horizon FHN Stock Holding History

Wealth Quarterback’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
Q3 		$4K Buy
3,926
+3,517
+860% +$56K ﹤0.01% 618
2021
Q2 		$8K Buy
+409
New +$7.43K ﹤0.01% 516
2020
Q2 		– Sell
-1,343
Closed -$10.7K – 329
2020
Q1 		$10.7K Sell
1,343
-6,021
-82% -$83.5K 0.01% 458
2019
Q4 		$34.1K Buy
+7,364
New +$120K 0.03% 285

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wealth Quarterback's FHN Position: Q3 2021 in Review

Wealth Quarterback increased its First Horizon (FHN) stake by 860% in Q3 2021, buying an estimated $56K and bringing the position to 3,926 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Wealth Quarterback first reported a position in FHN in Q4 2019 and has held it in 4 quarters since. The position peaked at $34.1K in Q4 2019. 495 funds tracked by Wall St. Rank hold FHN as of Q3 2021.

  • Wealth Quarterback held 3,926 shares of First Horizon worth $4K as of Q3 2021.
  • Wealth Quarterback bought 3,517 First Horizon shares in Q3 2021, an estimated $56K.
  • First Horizon made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #618 holding.
  • Wealth Quarterback first reported a position in First Horizon in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's First Horizon position peaked at $34.1K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held First Horizon as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.