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Janiczek Wealth Management’s Federated Hermes FHI Stock Holding History

Janiczek 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
2024
Q2 		$210K Sell
6,399
-405
-6% -$13.6K 0.04% 176
2024
Q1 		$246K Buy
6,804
+2,913
+75% +$102K 0.05% 161
2023
Q4 		$132K Buy
3,891
+176
+5% +$5.73K 0.03% 234
2023
Q3 		$126K Buy
3,715
+477
+15% +$16.4K 0.03% 212
2023
Q2 		$116K Buy
3,238
+259
+9% +$10K 0.03% 195
2023
Q1 		$130K Buy
2,979
+19
+0.6% +$746 0.04% 174
2022
Q4 		$115K Sell
2,960
-386
-12% -$13.5K 0.03% 199
2022
Q3 		$108K Buy
3,346
+1,107
+49% +$37.8K 0.04% 182
2022
Q2 		$76K Buy
2,239
+176
+9% +$5.58K 0.02% 241
2022
Q1 		$70K Sell
2,063
-806
-28% -$27.4K 0.02% 257
2021
Q4 		$108K Buy
2,869
+1,007
+54% +$34.9K 0.03% 180
2021
Q3 		$61K Buy
1,862
+129
+7% +$4.21K 0.02% 251
2021
Q2 		$59K Buy
1,733
+404
+30% +$12.9K 0.02% 225
2021
Q1 		$42K Buy
1,329
+543
+69% +$16K 0.02% 260
2020
Q4 		$23K Buy
786
+590
+301% +$15.7K 0.01% 325
2020
Q3 		$4K Buy
+196
New +$4.65K ﹤0.01% 379

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janiczek Wealth Management's FHI Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Federated Hermes (FHI) stake by 6% in Q2 2024, selling an estimated $13.6K and leaving 6,399 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #176.

Janiczek Wealth Management first reported a position in FHI in Q3 2020 and has held it in 16 quarters since. The position peaked at $246K in Q1 2024. 310 funds tracked by Wall St. Rank hold FHI as of Q2 2024.

  • Janiczek Wealth Management held 6,399 shares of Federated Hermes worth $210K as of Q2 2024.
  • Janiczek Wealth Management sold 405 Federated Hermes shares in Q2 2024, an estimated $13.6K.
  • Federated Hermes made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #176 holding.
  • Janiczek Wealth Management first reported a position in Federated Hermes in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Federated Hermes position peaked at $246K in Q1 2024.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.