Bickling Financial Services’s Federated Hermes FHI Stock Holding History

Bickling Financial Services’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
2022 Q4	$273K	Buy	7,523 +57	+0.8%	+$2K	0.17%	94
2022 Q3	$248K	Buy	7,466 +58	+0.8%	+$1.98K	0.17%	98
2022 Q2	$236K	Buy	7,408 +65	+0.9%	+$2.06K	0.15%	106
2022 Q1	$250K	Buy	7,343 +58	+0.8%	+$1.97K	0.13%	112
2021 Q4	$274K	Buy	7,285 +55	+0.8%	+$1.91K	0.13%	105
2021 Q3	$235K	Buy	7,230 +57	+0.8%	+$1.86K	0.12%	107
2021 Q2	$243K	Buy	+7,173	New	+$228K	0.11%	112

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bickling Financial Services's FHI Position: Q4 2022 in Review

Bickling Financial Services increased its Federated Hermes (FHI) stake by 0.76% in Q4 2022, buying an estimated $2K and bringing the position to 7,523 shares worth $273K. The position accounts for 0.17% of the portfolio, ranked #94.

Bickling Financial Services first reported a position in FHI in Q2 2021 and has held it in 7 quarters since. The position peaked at $274K in Q4 2021. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2022.

Bickling Financial Services held 7,523 shares of Federated Hermes worth $273K as of Q4 2022.
Bickling Financial Services bought 57 Federated Hermes shares in Q4 2022, an estimated $2K.
Federated Hermes made up 0.17% of Bickling Financial Services's portfolio in Q4 2022, its #94 holding.
Bickling Financial Services first reported a position in Federated Hermes in Q2 2021 and has held it in 7 quarters since.
Bickling Financial Services's Federated Hermes position peaked at $274K in Q4 2021.
312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.