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Juncture Wealth Strategies’s First Horizon FHN Stock Holding History

Juncture Wealth Strategies’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
-13,298
Closed -$186K – 108
2019
Q1 		$186K Buy
+13,298
New +$196K 0.14% 120

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

Juncture Wealth Strategies's FHN Position: Q2 2019 in Review

Juncture Wealth Strategies sold out of First Horizon (FHN) in Q2 2019, closing a stake of 13,298 shares — an estimated $186K sold.

Juncture Wealth Strategies first reported a position in FHN in Q1 2019 and held it in 1 quarter. The position peaked at $186K in Q1 2019. 331 funds tracked by Wall St. Rank hold FHN as of Q2 2019.

  • Juncture Wealth Strategies reported no remaining First Horizon position as of Q2 2019 after selling out during the quarter.
  • Juncture Wealth Strategies sold 13,298 First Horizon shares in Q2 2019, an estimated $186K.
  • Juncture Wealth Strategies first reported a position in First Horizon in Q1 2019 and held it in 1 quarter.
  • Juncture Wealth Strategies's First Horizon position peaked at $186K in Q1 2019.
  • 331 funds tracked by Wall St. Rank held First Horizon as of Q2 2019.

Based on Juncture Wealth Strategies's 13F filing for Q2 2019, filed 16 Jul 2019.