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Avantax Planning Partners’s First Horizon FHN Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-451
Closed -$8K – 591
2018
Q3 		$8K Buy
+451
New +$8.14K ﹤0.01% 937
2018
Q2 		– Sell
-327
Closed -$6K – 641
2018
Q1 		$6K Buy
+327
New +$6.44K ﹤0.01% 1256

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
Invesco
Invesco Atlanta, Georgia $1.02T 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avantax Planning Partners's FHN Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Horizon (FHN) in Q4 2018, closing a stake of 451 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in FHN in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 331 funds tracked by Wall St. Rank hold FHN as of Q4 2018.

  • Avantax Planning Partners reported no remaining First Horizon position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 451 First Horizon shares in Q4 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in First Horizon in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's First Horizon position peaked at $8K in Q3 2018.
  • 331 funds tracked by Wall St. Rank held First Horizon as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.