Ellevest Inc’s Federated Hermes FHI Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-83	Closed	-$2K	–	1195
2020 Q1	$2K	Buy	+83	New	+$2.46K	﹤0.01%	762

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Ellevest Inc's FHI Position: Q2 2020 in Review

Ellevest Inc sold out of Federated Hermes (FHI) in Q2 2020, closing a stake of 83 shares — an estimated $2K sold.

Ellevest Inc first reported a position in FHI in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 274 funds tracked by Wall St. Rank hold FHI as of Q2 2020.

Ellevest Inc reported no remaining Federated Hermes position as of Q2 2020 after selling out during the quarter.
Ellevest Inc sold 83 Federated Hermes shares in Q2 2020, an estimated $2K.
Ellevest Inc first reported a position in Federated Hermes in Q1 2020 and held it in 1 quarter.
Ellevest Inc's Federated Hermes position peaked at $2K in Q1 2020.
274 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.