FinTrust Capital Advisors’s Federated Hermes FHI Stock Holding History

FinTrust Capital Advisors’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 Q3	–	Sell	-6,000	Closed	-$206K	–	1236
2022 Q2	$206K	Hold	6,000	–	–	0.05%	258
2022 Q1	$204K	Hold	6,000	–	–	0.05%	287
2021 Q4	$225K	Hold	6,000	–	–	0.05%	269
2021 Q3	$195K	Hold	6,000	–	–	0.05%	271
2021 Q2	$203K	Hold	6,000	–	–	0.05%	277
2021 Q1	$188K	Hold	6,000	–	–	0.05%	275
2020 Q4	$173K	Hold	6,000	–	–	0.06%	269
2020 Q3	$129	Sell	6,000 -375	-6%	-$8.89K	0.03%	320
2020 Q2	$151K	Hold	6,375	–	–	0.06%	257
2020 Q1	$121K	Hold	6,375	–	–	0.06%	256
2019 Q4	$208K	Sell	6,375 -155	-2%	-$5.06K	0.08%	204
2019 Q3	$212K	Sell	6,530 -275	-4%	-$9.03K	0.07%	204
2019 Q2	$221K	Hold	6,805	–	–	0.09%	177
2019 Q1	$199K	Hold	6,805	–	–	0.08%	187
2018 Q4	$181K	Buy	+6,805	New	+$169K	0.09%	184

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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 $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

FinTrust Capital Advisors's FHI Position: Q3 2022 in Review

FinTrust Capital Advisors sold out of Federated Hermes (FHI) in Q3 2022, closing a stake of 6,000 shares — an estimated $206K sold.

FinTrust Capital Advisors first reported a position in FHI in Q4 2018 and held it in 15 quarters. The position peaked at $225K in Q4 2021. 279 funds tracked by Wall St. Rank hold FHI as of Q3 2022.

FinTrust Capital Advisors reported no remaining Federated Hermes position as of Q3 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 6,000 Federated Hermes shares in Q3 2022, an estimated $206K.
FinTrust Capital Advisors first reported a position in Federated Hermes in Q4 2018 and held it in 15 quarters.
FinTrust Capital Advisors's Federated Hermes position peaked at $225K in Q4 2021.
279 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2022.

Based on FinTrust Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.