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Wealth Advisors of Tampa Bay’s First Horizon FHN Stock Holding History

Wealth Advisors of Tampa Bay’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
-79,970
Closed -$1.38M – 69
2018
Q3 		$1.38M Buy
79,970
+10,615
+15% +$192K 0.97% 41
2018
Q2 		$1.24M Buy
+69,355
New +$1.3M 0.95% 39

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 $37.4B AUM 35.42% 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

Wealth Advisors of Tampa Bay's FHN Position: Q4 2018 in Review

Wealth Advisors of Tampa Bay sold out of First Horizon (FHN) in Q4 2018, closing a stake of 79,970 shares — an estimated $1.38M sold.

Wealth Advisors of Tampa Bay first reported a position in FHN in Q2 2018 and held it in 2 quarters. The position peaked at $1.38M in Q3 2018. 331 funds tracked by Wall St. Rank hold FHN as of Q4 2018.

  • Wealth Advisors of Tampa Bay reported no remaining First Horizon position as of Q4 2018 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 79,970 First Horizon shares in Q4 2018, an estimated $1.38M.
  • Wealth Advisors of Tampa Bay first reported a position in First Horizon in Q2 2018 and held it in 2 quarters.
  • Wealth Advisors of Tampa Bay's First Horizon position peaked at $1.38M in Q3 2018.
  • 331 funds tracked by Wall St. Rank held First Horizon as of Q4 2018.

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