WESPAC Advisors’s First Horizon FHN Stock Holding History

WESPAC Advisors’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 Q2	–	Sell	-12,200	Closed	-$206K	–	115
2021 Q1	$206K	Buy	+12,200	New	+$193K	0.15%	156
2020 Q4	–	Sell	-81,919	Closed	-$772K	–	148
2020 Q3	$772K	Sell	81,919 -11,680	-12%	-$110K	0.96%	42
2020 Q2	$932K	Buy	+93,599	New	+$851K	1.06%	37

Other funds holding FHN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WESPAC Advisors's FHN Position: Q2 2021 in Review

WESPAC Advisors sold out of First Horizon (FHN) in Q2 2021, closing a stake of 12,200 shares — an estimated $206K sold.

WESPAC Advisors first reported a position in FHN in Q2 2020 and held it in 3 quarters. The position peaked at $932K in Q2 2020. 501 funds tracked by Wall St. Rank hold FHN as of Q2 2021.

WESPAC Advisors reported no remaining First Horizon position as of Q2 2021 after selling out during the quarter.
WESPAC Advisors sold 12,200 First Horizon shares in Q2 2021, an estimated $206K.
WESPAC Advisors first reported a position in First Horizon in Q2 2020 and held it in 3 quarters.
WESPAC Advisors's First Horizon position peaked at $932K in Q2 2020.
501 funds tracked by Wall St. Rank held First Horizon as of Q2 2021.

Based on WESPAC Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.