1IA
FHI icon

1620 Investment Advisors’s Federated Hermes FHI Stock Holding History

1620 Investment Advisors’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$977K Buy
17,234
+190
+1% +$10.4K 0.66% 37
2025
Q4 		$887K Sell
17,044
-525
-3% -$26.7K 0.59% 46
2025
Q3 		$912K Sell
17,569
-161
-0.9% -$8.16K 0.62% 39
2025
Q2 		$786K Buy
17,730
+239
+1% +$9.83K 0.56% 46
2025
Q1 		$713K Buy
17,491
+375
+2% +$14.6K 0.55% 45
2024
Q4 		$704K Sell
17,116
-102
-0.6% -$4.12K 0.53% 47
2024
Q3 		$633K Buy
17,218
+106
+0.6% +$3.63K 0.46% 59
2024
Q2 		$563K Buy
17,112
+93
+0.5% +$3.12K 0.43% 62
2024
Q1 		$615K Sell
17,019
-648
-4% -$22.8K 0.62% 52
2023
Q4 		$598K Sell
17,667
-31
-0.2% -$1.01K 0.65% 50
2023
Q3 		$599K Buy
+17,698
New +$610K 0.68% 45
2023
Q2 		– Sell
-17,355
Closed -$697K – 142
2023
Q1 		$697K Buy
17,355
+215
+1% +$8.44K 0.84% 38
2022
Q4 		$622K Buy
17,140
+310
+2% +$10.9K 0.75% 47
2022
Q3 		$557K Buy
16,830
+106
+0.6% +$3.62K 0.82% 40
2022
Q2 		$532K Buy
16,724
+1,146
+7% +$36.3K 0.73% 45
2022
Q1 		$585K Hold
15,578
– – 0.64% 59
2021
Q4 		$585K Buy
+15,578
New +$540K 0.65% 57

Other funds holding FHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return