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Kingsview Wealth Management’s Federated Hermes FHI Stock Holding History

Kingsview 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
2023
Q3 		– Sell
-21,988
Closed -$788K – 959
2023
Q2 		$788K Buy
+21,988
New +$850K 0.03% 476

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
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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kingsview Wealth Management's FHI Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Federated Hermes (FHI) in Q3 2023, closing a stake of 21,988 shares — an estimated $788K sold.

Kingsview Wealth Management first reported a position in FHI in Q2 2023 and held it in 1 quarter. The position peaked at $788K in Q2 2023. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Federated Hermes position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 21,988 Federated Hermes shares in Q3 2023, an estimated $788K.
  • Kingsview Wealth Management first reported a position in Federated Hermes in Q2 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Federated Hermes position peaked at $788K in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.