Belpointe Asset Management’s Federated Hermes FHI Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-119	Closed	-$4.78K	–	1505
2023 Q1	$4.78K	Hold	119	–	–	﹤0.01%	3036
2022 Q4	$4.32K	Buy	+119	New	+$4.17K	﹤0.01%	2984
2022 Q3	–	Sell	-4,519	Closed	-$144K	–	1197
2022 Q2	$144K	Hold	4,519	–	–	0.01%	957
2022 Q1	$154K	Buy	+4,519	New	+$154K	0.01%	1022

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

Belpointe Asset Management's FHI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Federated Hermes (FHI) in Q2 2023, closing a stake of 119 shares — an estimated $4.78K sold.

Belpointe Asset Management first reported a position in FHI in Q1 2022 and held it in 4 quarters. The position peaked at $154K in Q1 2022. 339 funds tracked by Wall St. Rank hold FHI as of Q2 2023.

Belpointe Asset Management reported no remaining Federated Hermes position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 119 Federated Hermes shares in Q2 2023, an estimated $4.78K.
Belpointe Asset Management first reported a position in Federated Hermes in Q1 2022 and held it in 4 quarters.
Belpointe Asset Management's Federated Hermes position peaked at $154K in Q1 2022.
339 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.