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Ropes Wealth Advisors’s First Horizon FHN Stock Holding History

Ropes Wealth 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
2018
Q4 		– Sell
-474
Closed -$8K – 507
2018
Q3 		$8K Hold
474
– – ﹤0.01% 471
2018
Q2 		$8K Hold
474
– – ﹤0.01% 482
2018
Q1 		$9K Buy
+474
New +$9.34K ﹤0.01% 464

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

Ropes Wealth Advisors's FHN Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of First Horizon (FHN) in Q4 2018, closing a stake of 474 shares — an estimated $8K sold.

Ropes Wealth Advisors first reported a position in FHN in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q1 2018. 331 funds tracked by Wall St. Rank hold FHN as of Q4 2018.

  • Ropes Wealth Advisors reported no remaining First Horizon position as of Q4 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 474 First Horizon shares in Q4 2018, an estimated $8K.
  • Ropes Wealth Advisors first reported a position in First Horizon in Q1 2018 and held it in 3 quarters.
  • Ropes Wealth Advisors's First Horizon position peaked at $9K in Q1 2018.
  • 331 funds tracked by Wall St. Rank held First Horizon as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.