One Wealth Advisors’s Federated Hermes FHI Stock Holding History

One Wealth Advisors’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
2019 Q2	–	Sell	-615	Closed	-$18K	–	236
2019 Q1	$18K	Buy	+615	New	+$17.1K	0.01%	274

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

One Wealth Advisors's FHI Position: Q2 2019 in Review

One Wealth Advisors sold out of Federated Hermes (FHI) in Q2 2019, closing a stake of 615 shares — an estimated $18K sold.

One Wealth Advisors first reported a position in FHI in Q1 2019 and held it in 1 quarter. The position peaked at $18K in Q1 2019. 288 funds tracked by Wall St. Rank hold FHI as of Q2 2019.

One Wealth Advisors reported no remaining Federated Hermes position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 615 Federated Hermes shares in Q2 2019, an estimated $18K.
One Wealth Advisors first reported a position in Federated Hermes in Q1 2019 and held it in 1 quarter.
One Wealth Advisors's Federated Hermes position peaked at $18K in Q1 2019.
288 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.