Avantax Planning Partners’s Federated Hermes FHI Stock Holding History

Avantax Planning Partners’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	–	Sell	-7,000	Closed	-$364K	–	443
2025 Q4	$364K	Hold	7,000	–	–	0.01%	320
2025 Q3	$364K	Sell	7,000 -1,026	-13%	-$52K	0.01%	320
2025 Q2	$356K	Buy	8,026 +1,026	+15%	+$42.2K	0.01%	321
2025 Q1	$285K	Sell	7,000 -1,040	-13%	-$40.6K	0.01%	343
2024 Q4	$331K	Buy	8,040 +1,040	+15%	+$42K	0.01%	319
2024 Q3	$257K	Hold	7,000	–	–	0.01%	362
2024 Q2	$230K	Hold	7,000	–	–	0.01%	412
2024 Q1	$253K	Buy	+7,000	New	+$246K	0.01%	390
2018 Q4	–	Sell	-512	Closed	-$12K	–	590
2018 Q3	$12K	Buy	+512	New	+$12K	﹤0.01%	829
2018 Q2	–	Sell	-633	Closed	-$21K	–	641
2018 Q1	$21K	Buy	+633	New	+$21.5K	﹤0.01%	762

Other funds holding FHI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

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

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 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