B. Riley Wealth Advisors’s Federated Hermes FHI Stock Holding History

B. Riley Wealth 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
2023 Q2	–	Sell	-8,413	Closed	-$338K	–	1575
2023 Q1	$338K	Sell	8,413 -2,903	-26%	-$114K	0.01%	1009
2022 Q4	$411K	Buy	+11,316	New	+$397K	0.01%	866
2014 Q3	–	Sell	-2,595	Closed	-$80.2K	–	1080
2014 Q2	$80.2K	Hold	2,595	–	–	0.02%	815
2014 Q1	$79K	Buy	+2,595	New	+$72.7K	0.02%	665

Other funds holding FHI

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

B. Riley Wealth Advisors's FHI Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Federated Hermes (FHI) in Q2 2023, closing a stake of 8,413 shares — an estimated $338K sold.

B. Riley Wealth Advisors first reported a position in FHI in Q1 2014 and held it in 4 quarters. The position peaked at $411K in Q4 2022. 339 funds tracked by Wall St. Rank hold FHI as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Federated Hermes position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,413 Federated Hermes shares in Q2 2023, an estimated $338K.
B. Riley Wealth Advisors first reported a position in Federated Hermes in Q1 2014 and held it in 4 quarters.
B. Riley Wealth Advisors's Federated Hermes position peaked at $411K in Q4 2022.
339 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.