Concord Wealth Partners’s Federated Hermes FHI Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-47	Closed	-$2K	–	1275
2022 Q1	$2K	Hold	47	–	–	﹤0.01%	1095
2021 Q4	$2K	Buy	+47	New	+$1.63K	﹤0.01%	1123
2021 Q3	–	Sell	-47	Closed	-$2K	–	947
2021 Q2	$2K	Buy	+47	New	+$1.5K	﹤0.01%	885

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Concord Wealth Partners's FHI Position: Q2 2022 in Review

Concord Wealth Partners sold out of Federated Hermes (FHI) in Q2 2022, closing a stake of 47 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in FHI in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 258 funds tracked by Wall St. Rank hold FHI as of Q2 2022.

Concord Wealth Partners reported no remaining Federated Hermes position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 47 Federated Hermes shares in Q2 2022, an estimated $2K.
Concord Wealth Partners first reported a position in Federated Hermes in Q2 2021 and held it in 3 quarters.
Concord Wealth Partners's Federated Hermes position peaked at $2K in Q1 2022.
258 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.