FWM
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ForthRight Wealth Management’s Federated Hermes FHI Stock Holding History

ForthRight Wealth 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
Q1 		– Sell
-433
Closed -$13K – 78
2020
Q4 		$13K Buy
+433
New +$11.5K 0.01% 112

Other funds holding FHI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ForthRight Wealth Management's FHI Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Federated Hermes (FHI) in Q1 2021, closing a stake of 433 shares — an estimated $13K sold.

ForthRight Wealth Management first reported a position in FHI in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 285 funds tracked by Wall St. Rank hold FHI as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Federated Hermes position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 433 Federated Hermes shares in Q1 2021, an estimated $13K.
  • ForthRight Wealth Management first reported a position in Federated Hermes in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Federated Hermes position peaked at $13K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.