MFG
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Magnus Financial Group’s Federated Hermes FHI Stock Holding History

Magnus Financial Group’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
2020
Q2 		– Sell
-13,291
Closed -$253K – 710
2020
Q1 		$253K Buy
13,291
+1,479
+13% +$43.9K 0.03% 358
2019
Q4 		$385K Sell
11,812
-325
-3% -$10.6K 0.06% 212
2019
Q3 		$393K Hold
12,137
– – 0.07% 165
2019
Q2 		$394K Hold
12,137
– – 0.08% 158
2019
Q1 		$356K Hold
12,137
– – 0.07% 180
2018
Q4 		$322K Buy
+12,137
New +$302K 0.09% 163

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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Magnus Financial Group's FHI Position: Q2 2020 in Review

Magnus Financial Group sold out of Federated Hermes (FHI) in Q2 2020, closing a stake of 13,291 shares — an estimated $253K sold.

Magnus Financial Group first reported a position in FHI in Q4 2018 and held it in 6 quarters. The position peaked at $394K in Q2 2019. 274 funds tracked by Wall St. Rank hold FHI as of Q2 2020.

  • Magnus Financial Group reported no remaining Federated Hermes position as of Q2 2020 after selling out during the quarter.
  • Magnus Financial Group sold 13,291 Federated Hermes shares in Q2 2020, an estimated $253K.
  • Magnus Financial Group first reported a position in Federated Hermes in Q4 2018 and held it in 6 quarters.
  • Magnus Financial Group's Federated Hermes position peaked at $394K in Q2 2019.
  • 274 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2020.

Based on Magnus Financial Group's 13F filing for Q2 2020, filed 11 Aug 2020.