Financial Architects (New Jersey)’s Federated Hermes FHI Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-200	Closed	-$7K	–	870
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	724
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	801
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	950
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	1189
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	1131
2018 Q3	$5K	Sell	200 -400	-67%	-$9.41K	﹤0.01%	1219
2018 Q2	$14K	Sell	600 -300	-33%	-$8.02K	﹤0.01%	899
2018 Q1	$30K	Sell	900 -425	-32%	-$14.4K	0.01%	769
2017 Q4	$48K	Sell	1,325 -300	-18%	-$9.72K	0.01%	701
2017 Q3	$48K	Hold	1,625	–	–	0.01%	699
2017 Q2	$46K	Hold	1,625	–	–	0.01%	700
2017 Q1	$43K	Sell	1,625 -2,050	-56%	-$54.9K	0.01%	699
2016 Q4	$104K	Sell	3,675 -1,882	-34%	-$52.1K	0.02%	388
2016 Q3	$165K	Sell	5,557 -850	-13%	-$26.6K	0.04%	296
2016 Q2	$184K	Sell	6,407 -1,711	-21%	-$52.3K	0.05%	257
2016 Q1	$234K	Sell	8,118 -10,057	-55%	-$265K	0.08%	171
2015 Q4	$521K	Buy	+18,175	New	+$548K	0.21%	106

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Architects (New Jersey)'s FHI Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Federated Hermes (FHI) in Q1 2020, closing a stake of 200 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in FHI in Q4 2015 and held it in 17 quarters. The position peaked at $521K in Q4 2015. 267 funds tracked by Wall St. Rank hold FHI as of Q1 2020.

Financial Architects (New Jersey) reported no remaining Federated Hermes position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 Federated Hermes shares in Q1 2020, an estimated $7K.
Financial Architects (New Jersey) first reported a position in Federated Hermes in Q4 2015 and held it in 17 quarters.
Financial Architects (New Jersey)'s Federated Hermes position peaked at $521K in Q4 2015.
267 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.