FHA
PLUS icon

First Horizon Advisors’s ePlus PLUS Stock Holding History

First Horizon Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-46
Closed -$4.52K – 2341
2024
Q3 		$4.52K Hold
46
– – ﹤0.01% 1826
2024
Q2 		$3.39K Sell
46
-7
-13% -$535 ﹤0.01% 1850
2024
Q1 		$4.16K Hold
53
– – ﹤0.01% 1855
2023
Q4 		$4.23K Buy
53
+35
+194% +$2.34K ﹤0.01% 1837
2023
Q3 		$1.14K Hold
18
– – ﹤0.01% 2156
2023
Q2 		$1.01K Hold
18
– – ﹤0.01% 2263
2023
Q1 		$882 Hold
18
– – ﹤0.01% 2294
2022
Q4 		$797 Hold
18
– – ﹤0.01% 2313
2022
Q3 		$0 Hold
18
– – ﹤0.01% 2407
2022
Q2 		$0 Buy
+18
New +$1.01K ﹤0.01% 2502
2019
Q3 		– Sell
-546
Closed -$19K – 1611
2019
Q2 		$19K Hold
546
– – ﹤0.01% 887
2019
Q1 		$24K Hold
546
– – ﹤0.01% 767
2018
Q4 		$19K Buy
546
+178
+48% +$7.18K ﹤0.01% 815
2018
Q3 		$17K Hold
368
– – ﹤0.01% 941
2018
Q2 		$17K Sell
368
-194
-35% -$8.46K ﹤0.01% 963
2018
Q1 		$21K Buy
562
+194
+53% +$7.48K ﹤0.01% 790
2017
Q4 		$14K Buy
368
+22
+6% +$927 ﹤0.01% 923
2017
Q3 		$16K Buy
346
+160
+86% +$6.53K ﹤0.01% 864
2017
Q2 		$7K Buy
+186
New +$6.74K ﹤0.01% 1084

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

First Horizon Advisors's PLUS Position: Q4 2024 in Review

First Horizon Advisors sold out of ePlus (PLUS) in Q4 2024, closing a stake of 46 shares — an estimated $4.52K sold.

First Horizon Advisors first reported a position in PLUS in Q2 2017 and held it in 19 quarters. The position peaked at $24K in Q1 2019. 241 funds tracked by Wall St. Rank hold PLUS as of Q4 2024.

  • First Horizon Advisors reported no remaining ePlus position as of Q4 2024 after selling out during the quarter.
  • First Horizon Advisors sold 46 ePlus shares in Q4 2024, an estimated $4.52K.
  • First Horizon Advisors first reported a position in ePlus in Q2 2017 and held it in 19 quarters.
  • First Horizon Advisors's ePlus position peaked at $24K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held ePlus as of Q4 2024.

Based on First Horizon Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.