Financial Gravity Asset Management’s Federated Hermes FHI Stock Holding History

Financial Gravity Asset Management’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
2021 Q3	$33K	Buy	+1	New	+$33	0.02%	684
2019 Q4	$33K	Sell	99 -5	-5%	-$163	0.02%	830
2019 Q3	$3K	Buy	104 +89	+593%	+$2.92K	﹤0.01%	801
2019 Q2	$0	Sell	15 -91	-86%	-$2.87K	﹤0.01%	1374
2019 Q1	$3K	Buy	+106	New	+$2.94K	﹤0.01%	829
2018 Q3	$4K	Sell	148 -34	-19%	-$800	﹤0.01%	769
2018 Q2	$4K	Buy	182 +26	+17%	+$695	﹤0.01%	820
2018 Q1	$4K	Buy	+156	New	+$5.3K	﹤0.01%	778

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Gravity Asset Management's FHI Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Federated Hermes (FHI) in Q3 2021: 1 share worth $33K. The stake represents 0.02% of the portfolio and ranks #684 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in FHI as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in FHI in Q1 2018 and has held it in 8 quarters since. 249 funds tracked by Wall St. Rank hold FHI as of Q3 2021.

Financial Gravity Asset Management held 1 share of Federated Hermes worth $33K as of Q3 2021.
Federated Hermes was a new Financial Gravity Asset Management position in Q3 2021.
Federated Hermes made up 0.02% of Financial Gravity Asset Management's portfolio in Q3 2021, its #684 holding.
Financial Gravity Asset Management first reported a position in Federated Hermes in Q1 2018 and has held it in 8 quarters since.
249 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.