Harvest Group Wealth Management’s Federated Hermes FHI Stock Holding History

Harvest Group 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
2020 Q4	–	Sell	-150	Closed	-$3K	–	705
2020 Q3	$3K	Buy	+150	New	+$3.56K	﹤0.01%	299
2020 Q1	–	Sell	-64	Closed	-$2K	–	652
2019 Q4	$2K	Hold	64	–	–	﹤0.01%	606
2019 Q3	$2K	Hold	64	–	–	﹤0.01%	684
2019 Q2	$2K	Hold	64	–	–	﹤0.01%	536
2019 Q1	$2K	Buy	+64	New	+$1.78K	﹤0.01%	614

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

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Harvest Group Wealth Management's FHI Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Federated Hermes (FHI) in Q4 2020, closing a stake of 150 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in FHI in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q3 2020. 295 funds tracked by Wall St. Rank hold FHI as of Q4 2020.

Harvest Group Wealth Management reported no remaining Federated Hermes position as of Q4 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 150 Federated Hermes shares in Q4 2020, an estimated $3K.
Harvest Group Wealth Management first reported a position in Federated Hermes in Q1 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Federated Hermes position peaked at $3K in Q3 2020.
295 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.