JA
FHI icon

JOYN Advisors’s Federated Hermes FHI Stock Holding History

JOYN 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
2019
Q1 		– Sell
-426
Closed -$11K – 560
2018
Q4 		$11K Sell
426
-9
-2% -$224 ﹤0.01% 923
2018
Q3 		$10K Buy
435
+101
+30% +$2.38K ﹤0.01% 946
2018
Q2 		$8K Sell
334
-2,084
-86% -$55.7K ﹤0.01% 981
2018
Q1 		$81K Buy
+2,418
New +$82.2K 0.02% 343

Other funds holding FHI

BlackRock
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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

JOYN Advisors's FHI Position: Q1 2019 in Review

JOYN Advisors sold out of Federated Hermes (FHI) in Q1 2019, closing a stake of 426 shares — an estimated $11K sold.

JOYN Advisors first reported a position in FHI in Q1 2018 and held it in 4 quarters. The position peaked at $81K in Q1 2018. 286 funds tracked by Wall St. Rank hold FHI as of Q1 2019.

  • JOYN Advisors reported no remaining Federated Hermes position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 426 Federated Hermes shares in Q1 2019, an estimated $11K.
  • JOYN Advisors first reported a position in Federated Hermes in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Federated Hermes position peaked at $81K in Q1 2018.
  • 286 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.