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Wealthcare Advisory Partners’s First Horizon FHN Stock Holding History

Wealthcare Advisory Partners’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
-100
Closed -$2K – 978
2021
Q1 		$2K Buy
+100
New +$1.58K ﹤0.01% 1866

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealthcare Advisory Partners's FHN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Horizon (FHN) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in FHN in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 501 funds tracked by Wall St. Rank hold FHN as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining First Horizon position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 100 First Horizon shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in First Horizon in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's First Horizon position peaked at $2K in Q1 2021.
  • 501 funds tracked by Wall St. Rank held First Horizon as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.