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Baystate Wealth Management’s Federated Hermes FHI Stock Holding History

Baystate 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
2023
Q4 		$17.6K Buy
519
+5
+1% +$163 ﹤0.01% 586
2023
Q3 		$17.4K Buy
514
+4
+0.8% +$138 ﹤0.01% 495
2023
Q2 		$18.3K Buy
510
+4
+0.8% +$155 ﹤0.01% 472
2023
Q1 		$20.3K Buy
506
+3
+0.6% +$118 ﹤0.01% 462
2022
Q4 		$18K Buy
503
+4
+0.8% +$140 ﹤0.01% 479
2022
Q3 		$17K Buy
499
+4
+0.8% +$137 ﹤0.01% 451
2022
Q2 		$16K Buy
495
+4
+0.8% +$127 ﹤0.01% 483
2022
Q1 		$17K Buy
491
+4
+0.8% +$136 ﹤0.01% 489
2021
Q4 		$18K Buy
487
+4
+0.8% +$139 ﹤0.01% 482
2021
Q3 		$16K Buy
483
+4
+0.8% +$130 ﹤0.01% 469
2021
Q2 		$16K Buy
479
+4
+0.8% +$127 ﹤0.01% 453
2021
Q1 		$15K Buy
475
+4
+0.8% +$118 ﹤0.01% 422
2020
Q4 		$14K Buy
471
+21
+5% +$559 ﹤0.01% 395
2020
Q3 		$10K Buy
450
+5
+1% +$119 ﹤0.01% 392
2020
Q2 		$11K Sell
445
-364
-45% -$8.06K ﹤0.01% 377
2020
Q1 		$15K Buy
809
+6
+0.7% +$178 ﹤0.01% 324
2019
Q4 		$26K Buy
803
+7
+0.9% +$228 ﹤0.01% 293
2019
Q3 		$26K Buy
796
+7
+0.9% +$230 ﹤0.01% 266
2019
Q2 		$26K Buy
789
+6
+0.8% +$189 ﹤0.01% 277
2019
Q1 		$26K Buy
783
+8
+1% +$222 ﹤0.01% 282
2018
Q4 		$20K Buy
775
+8
+1% +$199 ﹤0.01% 304
2018
Q3 		$18K Buy
767
+9
+1% +$212 ﹤0.01% 313
2018
Q2 		$18K Buy
758
+8
+1% +$214 ﹤0.01% 301
2018
Q1 		$23K Hold
750
– – ﹤0.01% 272
2017
Q4 		$26K Hold
750
– – ﹤0.01% 265
2017
Q3 		$23K Hold
750
– – ﹤0.01% 268
2017
Q2 		$22K Hold
750
– – ﹤0.01% 267
2017
Q1 		$20K Hold
750
– – ﹤0.01% 270
2016
Q4 		$22K Buy
+750
New +$20.8K ﹤0.01% 219
2013
Q3 		– Sell
-750
Closed -$21K – 88
2013
Q2 		$21K Buy
+750
New +$19K 0.01% 152

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Baystate Wealth Management's FHI Position: Q4 2023 in Review

Baystate Wealth Management increased its Federated Hermes (FHI) stake by 0.97% in Q4 2023, buying an estimated $163 and bringing the position to 519 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Baystate Wealth Management first reported a position in FHI in Q2 2013 and has held it in 30 quarters since. The position peaked at $26K in Q4 2019. 322 funds tracked by Wall St. Rank hold FHI as of Q4 2023.

  • Baystate Wealth Management held 519 shares of Federated Hermes worth $17.6K as of Q4 2023.
  • Baystate Wealth Management bought 5 Federated Hermes shares in Q4 2023, an estimated $163.
  • Federated Hermes made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #586 holding.
  • Baystate Wealth Management first reported a position in Federated Hermes in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Federated Hermes position peaked at $26K in Q4 2019.
  • 322 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.