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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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return