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Aevitas Wealth Management’s First Horizon FHN Stock Holding History

Aevitas Wealth Management’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
2019
Q2 		– Sell
-100
Closed -$1K – 177
2019
Q1 		$1K Sell
100
-200
-67% -$2.96K ﹤0.01% 360
2018
Q4 		$4K Buy
+300
New +$4.67K ﹤0.01% 348

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Aevitas Wealth Management's FHN Position: Q2 2019 in Review

Aevitas Wealth Management sold out of First Horizon (FHN) in Q2 2019, closing a stake of 100 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in FHN in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2018. 331 funds tracked by Wall St. Rank hold FHN as of Q2 2019.

  • Aevitas Wealth Management reported no remaining First Horizon position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 100 First Horizon shares in Q2 2019, an estimated $1K.
  • Aevitas Wealth Management first reported a position in First Horizon in Q4 2018 and held it in 2 quarters.
  • Aevitas Wealth Management's First Horizon position peaked at $4K in Q4 2018.
  • 331 funds tracked by Wall St. Rank held First Horizon as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.