First Capital Advisors Group’s Federated Hermes FHI Stock Holding History

First Capital Advisors Group’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
2023 Q2	$1.58K	Buy	+44	New	+$1.7K	﹤0.01%	832
2018 Q2	–	Sell	-568	Closed	-$19K	–	363
2018 Q1	$19K	Buy	+568	New	+$19.3K	0.01%	440

Other funds holding FHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

First Capital Advisors Group's FHI Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Federated Hermes (FHI) in Q2 2023: 44 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in FHI as recently as Q1 2018.

First Capital Advisors Group first reported a position in FHI in Q1 2018 and has held it in 2 quarters since. The position peaked at $19K in Q1 2018. 339 funds tracked by Wall St. Rank hold FHI as of Q2 2023.

First Capital Advisors Group held 44 shares of Federated Hermes worth $1.58K as of Q2 2023.
Federated Hermes was a new First Capital Advisors Group position in Q2 2023.
Federated Hermes made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #832 holding.
First Capital Advisors Group first reported a position in Federated Hermes in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Federated Hermes position peaked at $19K in Q1 2018.
339 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.