Valeo Financial Advisors’s First Horizon FHN Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-440	Closed	-$7K	–	963
2021 Q1	$7K	Hold	440	–	–	﹤0.01%	1451
2020 Q4	$6K	Sell	440 -36	-8%	-$422	﹤0.01%	1325
2020 Q3	$4K	Buy	476 +326	+217%	+$3.06K	﹤0.01%	1290
2020 Q2	$1K	Buy	+150	New	+$1.36K	﹤0.01%	1872
2018 Q1	–	Sell	-4,404	Closed	-$86.8K	–	1561
2017 Q4	$88K	Buy	+4,404	New	+$84.8K	0.01%	364

Other funds holding FHN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Valeo Financial Advisors's FHN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of First Horizon (FHN) in Q2 2021, closing a stake of 440 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in FHN in Q4 2017 and held it in 5 quarters. The position peaked at $88K in Q4 2017. 501 funds tracked by Wall St. Rank hold FHN as of Q2 2021.

Valeo Financial Advisors reported no remaining First Horizon position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 440 First Horizon shares in Q2 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in First Horizon in Q4 2017 and held it in 5 quarters.
Valeo Financial Advisors's First Horizon position peaked at $88K in Q4 2017.
501 funds tracked by Wall St. Rank held First Horizon as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.