Wealthspire Advisors (Maryland)’s First Horizon FHN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-784	Closed	-$11K	–	992
2019 Q1	$11K	Sell	784 -92	-11%	-$1.36K	﹤0.01%	1484
2018 Q4	$12K	Buy	876 +372	+74%	+$5.79K	﹤0.01%	1394
2018 Q3	$9K	Sell	504 -25	-5%	-$451	﹤0.01%	1556
2018 Q2	$9K	Hold	529	–	–	﹤0.01%	1577
2018 Q1	$10K	Sell	529 -11	-2%	-$217	﹤0.01%	1567
2017 Q4	$11K	Buy	540 +19	+4%	+$366	﹤0.01%	1543
2017 Q3	$10K	Hold	521	–	–	﹤0.01%	1571
2017 Q2	$9K	Hold	521	–	–	﹤0.01%	1569
2017 Q1	$10K	Hold	521	–	–	﹤0.01%	1337
2016 Q4	$10K	Hold	521	–	–	﹤0.01%	1220
2016 Q3	$8K	Hold	521	–	–	﹤0.01%	1291
2016 Q2	$7K	Hold	521	–	–	﹤0.01%	1266
2016 Q1	$7K	Sell	521 -146	-22%	-$1.86K	﹤0.01%	1251
2015 Q4	$10K	Buy	+667	New	+$9.67K	﹤0.01%	1190

Other funds holding FHN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FHN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Horizon (FHN) in Q2 2019, closing a stake of 784 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in FHN in Q4 2015 and held it in 14 quarters. The position peaked at $12K in Q4 2018. 331 funds tracked by Wall St. Rank hold FHN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining First Horizon position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 784 First Horizon shares in Q2 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in First Horizon in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s First Horizon position peaked at $12K in Q4 2018.
331 funds tracked by Wall St. Rank held First Horizon as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.