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Alera Investment Advisors’s First Horizon FHN Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-177
Closed -$2K – 399
2019
Q1 		$2K Buy
+177
New +$2.62K ﹤0.01% 811

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

Alera Investment Advisors's FHN Position: Q2 2019 in Review

Alera Investment Advisors sold out of First Horizon (FHN) in Q2 2019, closing a stake of 177 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in FHN in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 331 funds tracked by Wall St. Rank hold FHN as of Q2 2019.

  • Alera Investment Advisors reported no remaining First Horizon position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 177 First Horizon shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in First Horizon in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's First Horizon position peaked at $2K in Q1 2019.
  • 331 funds tracked by Wall St. Rank held First Horizon as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.