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Juncture Wealth Strategies’s Federated Hermes FHI Stock Holding History

Juncture Wealth Strategies’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
Q1 		– Sell
-6,300
Closed -$229K – 109
2022
Q4 		$229K Sell
6,300
-200
-3% -$7.01K 0.11% 105
2022
Q3 		$215K Buy
+6,500
New +$222K 0.11% 100
2021
Q2 		– Sell
-6,500
Closed -$205K – 114
2021
Q1 		$205K Buy
+6,500
New +$191K 0.13% 98

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Juncture Wealth Strategies's FHI Position: Q1 2023 in Review

Juncture Wealth Strategies sold out of Federated Hermes (FHI) in Q1 2023, closing a stake of 6,300 shares — an estimated $229K sold.

Juncture Wealth Strategies first reported a position in FHI in Q1 2021 and held it in 3 quarters. The position peaked at $229K in Q4 2022. 318 funds tracked by Wall St. Rank hold FHI as of Q1 2023.

  • Juncture Wealth Strategies reported no remaining Federated Hermes position as of Q1 2023 after selling out during the quarter.
  • Juncture Wealth Strategies sold 6,300 Federated Hermes shares in Q1 2023, an estimated $229K.
  • Juncture Wealth Strategies first reported a position in Federated Hermes in Q1 2021 and held it in 3 quarters.
  • Juncture Wealth Strategies's Federated Hermes position peaked at $229K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2023.

Based on Juncture Wealth Strategies's 13F filing for Q1 2023, filed 5 May 2023.