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Keudell/Morrison Wealth Management’s Federated Hermes Short Duration High Yield ETF FHYS Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio FHYS Stock Details FHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-101,706
Closed -$2.21M – 177
2022
Q2 		$2.21M Buy
+101,706
New +$2.34M 0.8% 24

Other funds holding FHYS

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keudell/Morrison Wealth Management's FHYS Position: Q3 2022 in Review

Keudell/Morrison Wealth Management sold out of Federated Hermes Short Duration High Yield ETF (FHYS) in Q3 2022, closing a stake of 101,706 shares — an estimated $2.21M sold.

Keudell/Morrison Wealth Management first reported a position in FHYS in Q2 2022 and held it in 1 quarter. The position peaked at $2.21M in Q2 2022. 6 funds tracked by Wall St. Rank hold FHYS as of Q3 2022.

  • Keudell/Morrison Wealth Management reported no remaining Federated Hermes Short Duration High Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 101,706 Federated Hermes Short Duration High Yield ETF shares in Q3 2022, an estimated $2.21M.
  • Keudell/Morrison Wealth Management first reported a position in Federated Hermes Short Duration High Yield ETF in Q2 2022 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Federated Hermes Short Duration High Yield ETF position peaked at $2.21M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Federated Hermes Short Duration High Yield ETF as of Q3 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.