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Avitas Wealth Management’s Federated Hermes FHI Stock Holding History

Avitas Wealth Management’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
2020
Q1 		– Sell
-72,293
Closed -$2.36M – 145
2019
Q4 		$2.36M Buy
72,293
+142
+0.2% +$4.63K 0.6% 75
2019
Q3 		$2.34M Buy
72,151
+928
+1% +$30.5K 0.65% 72
2019
Q2 		$2.31M Sell
71,223
-397
-0.6% -$12.5K 0.64% 72
2019
Q1 		$2.1M Buy
+71,620
New +$1.99M 0.61% 75

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avitas Wealth Management's FHI Position: Q1 2020 in Review

Avitas Wealth Management sold out of Federated Hermes (FHI) in Q1 2020, closing a stake of 72,293 shares — an estimated $2.36M sold.

Avitas Wealth Management first reported a position in FHI in Q1 2019 and held it in 4 quarters. The position peaked at $2.36M in Q4 2019. 267 funds tracked by Wall St. Rank hold FHI as of Q1 2020.

  • Avitas Wealth Management reported no remaining Federated Hermes position as of Q1 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 72,293 Federated Hermes shares in Q1 2020, an estimated $2.36M.
  • Avitas Wealth Management first reported a position in Federated Hermes in Q1 2019 and held it in 4 quarters.
  • Avitas Wealth Management's Federated Hermes position peaked at $2.36M in Q4 2019.
  • 267 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.