Cornerstone Advisors (Washington)’s Federated Hermes FHI Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$1K	Hold	61	–	–	﹤0.01%	645
2020 Q2	$1K	Sell	61 -43	-41%	-$952	﹤0.01%	629
2020 Q1	$2K	Buy	104 +44	+73%	+$1.31K	﹤0.01%	585
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	586
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	582
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	1128
2019 Q1	$2K	Buy	60 +33	+122%	+$917	﹤0.01%	1000
2018 Q4	$1K	Hold	27	–	–	﹤0.01%	980
2018 Q3	$1K	Buy	+27	New	+$635	﹤0.01%	1001
2018 Q2	–	Sell	-30	Closed	-$1K	–	1231
2018 Q1	$1K	Buy	+30	New	+$1.02K	﹤0.01%	957

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Cornerstone Advisors (Washington)'s FHI Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Federated Hermes (FHI) position steady in Q3 2020 at 61 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Cornerstone Advisors (Washington) first reported a position in FHI in Q1 2018 and has held it in 10 quarters since. The position peaked at $2K in Q1 2020. 276 funds tracked by Wall St. Rank hold FHI as of Q3 2020.

Cornerstone Advisors (Washington) held 61 shares of Federated Hermes worth $1K as of Q3 2020.
Cornerstone Advisors (Washington) left its Federated Hermes share count unchanged in Q3 2020.
Federated Hermes made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #645 holding.
Cornerstone Advisors (Washington) first reported a position in Federated Hermes in Q1 2018 and has held it in 10 quarters since.
Cornerstone Advisors (Washington)'s Federated Hermes position peaked at $2K in Q1 2020.
276 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.