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 – 2349
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
2021
Q1 		– Hold
0
– – – 1976
2020
Q4 		– Hold
0
– – – 1559
2019
Q3 		– Sell
-546
Closed -$19K – 1620
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

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Dimensional Fund Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.71B AUM 7.28% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return