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JOYN Advisors’s First Horizon FHN Stock Holding History

JOYN 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
Q1 		– Sell
-1,833
Closed -$24K – 561
2018
Q4 		$24K Buy
1,833
+285
+18% +$4.43K 0.01% 594
2018
Q3 		$27K Buy
1,548
+217
+16% +$3.92K 0.01% 572
2018
Q2 		$24K Buy
1,331
+272
+26% +$5.12K 0.01% 609
2018
Q1 		$20K Buy
+1,059
New +$20.9K ﹤0.01% 667

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JOYN Advisors's FHN Position: Q1 2019 in Review

JOYN Advisors sold out of First Horizon (FHN) in Q1 2019, closing a stake of 1,833 shares — an estimated $24K sold.

JOYN Advisors first reported a position in FHN in Q1 2018 and held it in 4 quarters. The position peaked at $27K in Q3 2018. 330 funds tracked by Wall St. Rank hold FHN as of Q1 2019.

  • JOYN Advisors reported no remaining First Horizon position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,833 First Horizon shares in Q1 2019, an estimated $24K.
  • JOYN Advisors first reported a position in First Horizon in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's First Horizon position peaked at $27K in Q3 2018.
  • 330 funds tracked by Wall St. Rank held First Horizon as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.