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MorganRosel Wealth Management’s Federated Hermes FHI Stock Holding History

MorganRosel 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
-20,543
Closed -$736K – 99
2023
Q2 		$736K Buy
+20,543
New +$794K 0.3% 65

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

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

MorganRosel Wealth Management sold out of Federated Hermes (FHI) in Q3 2023, closing a stake of 20,543 shares — an estimated $736K sold.

MorganRosel Wealth Management first reported a position in FHI in Q2 2023 and held it in 1 quarter. The position peaked at $736K in Q2 2023. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

  • MorganRosel Wealth Management reported no remaining Federated Hermes position as of Q3 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 20,543 Federated Hermes shares in Q3 2023, an estimated $736K.
  • MorganRosel Wealth Management first reported a position in Federated Hermes in Q2 2023 and held it in 1 quarter.
  • MorganRosel Wealth Management's Federated Hermes position peaked at $736K in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on MorganRosel Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.